HWAZX Mutual Fund
HWAZX Mutual Fund
NAV$47.45
AUM$104M
TER0.88%
Holdings68
See how much of HWAZX you already own
HWAZX Mutual Fund
NAV$47.45
Hotchkis & Wiley Opportunities Fund Class Z
AUM$104M
TER0.88%
Holdings68
See how much of HWAZX you already own
HWAZX Mutual Fund Overlap Analysis
HWAZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HWAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, HWAZX may share significant positions with broad-market funds.
HWAZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HWAZX tax-loss harvesting finds highly correlated but non-identical funds.