HWHZX Mutual Fund
HWHZX Mutual Fund
HWHZX Mutual Fund
Hotchkis and Wiley High Yield Fund Class Z
HWHZX Mutual Fund Overview
HWHZX Mutual Fund (Hotchkis and Wiley High Yield Fund Class Z) is managed by Hotchkis & Wiley Funds with $282.1M in net assets. HWHZX expense ratio is 0.60%, holding 209 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2018-03-29.
HWHZX performance shows a YTD return of 2.01%. The 1-year return is 4.58% and the 5-year return is 4.11%. HWHZX dividend yield stands at 5.89%, paid monthly.
HWHZX top holdings include Jpmorgan U.S. Government Money Market Fund, Class IM (2.3%), Brown Brothers Harriman And Co. 2021-06--30 (1.9%), Cco Holdings Llc / Cco Holdings Capital Corp (1.6%), Authentic Brands Group Llc 5%09/01/2029 (1.3%), Carnival Corp Ltd. 6.125% (1.2%). Go to all HWHZX holdings, HWHZX sectors, or HWHZX dividends.
HWHZX can be compared against other funds. Use HWHZX overlap to find shared positions, or HWHZX vs another fund for a side-by-side view. HWHZX alternatives are available via the screener, along with tax-loss harvesting opportunities.