HWMAX Mutual Fund

HWMAX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class A) is managed by Hotchkis & Wiley Funds with $139.1M in net assets. HWMAX expense ratio is 1.21%, holding 70 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2001-01-02.

HWMAX performance shows a YTD return of 20.82%. The 1-year return is 31.89% and the 5-year return is 12.60%. HWMAX dividend yield stands at 0.97%, paid annually.

HWMAX top holdings include First American Government Obligations Fund (4.6%), Workday, Inc., Class A (4.2%), American International Gr (3.7%), Kosmos Energy Ltd (3.5%), Apa Corp (3.5%). 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.