HWMAX Mutual Fund

HWMAX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class A) is managed by Hotchkis & Wiley Funds with $132.7M in net assets. HWMAX expense ratio is 1.20%, holding 72 positions across sectors including Financials, Information Technology, Energy. Inception date: 2001-01-02.

HWMAX performance shows a YTD return of 24.66%. The 1-year return is 31.36% and the 5-year return is 12.08%. HWMAX dividend yield stands at 0.93%, paid annually.

HWMAX top holdings include Apa Corp (4.8%), American International Gr (4.4%), Workday, Inc., Class A (4.3%), Kosmos Energy Ltd (4.0%), Crescent Energ-A (3.3%). Go to all HWMAX holdings, HWMAX sectors, or HWMAX dividends.

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