HWAZX Mutual Fund

HWAZX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class Z) is managed by Hotchkis & Wiley Funds with $103.6M in net assets. HWAZX expense ratio is 0.88%, holding 68 positions across sectors including Information Technology, Financials, Energy. Inception date: 2019-09-30.

HWAZX performance shows a YTD return of 12.34%. The 1-year return is 20.06% and the 5-year return is 12.76%. HWAZX dividend yield stands at 6.12%, paid annually.

HWAZX top holdings include Workday, Inc., Class A (11.7%), Mount Vernon Liquid Assets Portfolio, Llc (5.3%), Fuso Chemical Co Ltd (5.3%), Ppg Industries Inc. (4.9%), Telefonaktiebolaget Lm Ericsson ADR (4.2%). 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.