HWGIX Mutual Fund

HWGIX Mutual Fund (Hotchkis & Wiley Global Value Fund Class I) is managed by Hotchkis & Wiley Funds with $34.4M in net assets. HWGIX expense ratio is 0.72%, holding 64 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-12-31.

HWGIX performance shows a YTD return of 9.35%. The 1-year return is 14.30% and the 5-year return is 12.90%. HWGIX dividend yield stands at 18.64%, paid annually.

HWGIX 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 HWGIX holdings, HWGIX sectors, or HWGIX dividends.

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