HWAZX Mutual Fund

HWAZX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class Z) is managed by Hotchkis & Wiley Funds with $100.0M in net assets. HWAZX expense ratio is 0.86%, holding 61 positions across sectors including Information Technology, Financials, Energy. Inception date: 2019-09-30.

HWAZX performance shows a YTD return of 19.90%. The 1-year return is 23.39% and the 5-year return is 12.37%. HWAZX dividend yield stands at 1.07%, paid annually.

HWAZX top holdings include Workday, Inc., Class A (8.3%), Microsoft Corp (5.9%), Telefonaktiebolaget Lm Ericsson ADR (5.2%), Fuso Chemical Co Ltd (4.5%), Aptiv Holdings Ltd Common Stock USD 0.01 (4.4%). Go to all HWAZX holdings, HWAZX sectors, or HWAZX dividends.

HWAZX can be compared against other funds. Use HWAZX overlap to find shared positions, or HWAZX vs another fund for a side-by-side view. HWAZX alternatives are available via the screener, along with tax-loss harvesting opportunities.