HWMZX Mutual Fund

HWMZX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $32.1M in net assets. HWMZX expense ratio is 0.88%, holding 70 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-09-30.

HWMZX performance shows a YTD return of 21.07%. The 1-year return is 32.34% and the 5-year return is 12.98%. HWMZX dividend yield stands at 1.32%, paid annually.

HWMZX 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 HWMZX holdings, HWMZX sectors, or HWMZX dividends.

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