HWMZX Mutual Fund
HWMZX Mutual Fund
HWMZX Mutual Fund
Hotchkis and Wiley Mid-Cap Value Fund Class Z
HWMZX Mutual Fund Overview
HWMZX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $30.4M in net assets. HWMZX expense ratio is 0.87%, holding 72 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-30.
HWMZX performance shows a YTD return of 25.00%. The 1-year return is 31.79% and the 5-year return is 12.45%. HWMZX dividend yield stands at 1.26%, paid annually.
HWMZX 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 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.