HWMIX Mutual Fund

HWMIX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class I) is managed by Hotchkis & Wiley Funds with $258.5M in net assets. HWMIX expense ratio is 0.99%, holding 72 positions across sectors including Financials, Information Technology, Energy. Inception date: 1997-01-02.

HWMIX performance shows a YTD return of 24.87%. The 1-year return is 31.64% and the 5-year return is 12.31%. HWMIX dividend yield stands at 1.10%, paid annually.

HWMIX 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 HWMIX holdings, HWMIX sectors, or HWMIX dividends.

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