HWGAX Mutual Fund

HWGAX Mutual Fund (Hotchkis & Wiley Global Value Fund Cl A) is managed by Hotchkis & Wiley Funds with $2.8M in net assets. HWGAX expense ratio is 0.95%, holding 61 positions across sectors including Information Technology, Financials, Energy. Inception date: 2013-08-30.

HWGAX performance shows a YTD return of 5.57%. The 1-year return is 15.99% and the 5-year return is 10.92%. HWGAX dividend yield stands at 18.84%, paid annually.

HWGAX top holdings include Workday, Inc., Class A (4.6%), Ericsson Cl B (3.4%), Anthem  Inc . (3.4%), F5 Networks (3.0%), First American Government Obligations Fund (3.0%). Go to all HWGAX holdings, HWGAX sectors, or HWGAX dividends.

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