HWMAX Mutual Fund

NAV$70.33

AUM$134M

TER1.21%

Holdings70

HWMAX Mutual Fund

NAV$70.33

Hotchkis and Wiley Mid-Cap Value Fund Class A

AUM$134M

TER1.21%

Holdings70

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Holdings Overlap Analysis

Compare HWMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HWMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HWMAX Mutual Fund Overlap Analysis

HWMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HWMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, HWMAX may share significant positions with broad-market funds.

HWMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HWMAX tax-loss harvesting finds highly correlated but non-identical funds.