HWGAX Mutual Fund

HWGAX Mutual Fund (Hotchkis & Wiley Global Value Fund Cl A) is managed by Hotchkis & Wiley Funds with $2.9M in net assets. HWGAX expense ratio is 0.97%, holding 64 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2013-08-30.

HWGAX performance shows a YTD return of 9.14%. The 1-year return is 13.99% and the 5-year return is 12.61%. HWGAX dividend yield stands at 18.23%, paid annually.

HWGAX top holdings include Workday, Inc., Class A (5.0%), American International Gr (3.4%), Ge Healthcare Technologies Inc (3.1%), Elevance Health Inc (3.0%), Salesforce Inc Crm Us Equity (2.6%). 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.