HWSCX Mutual Fund Analysis & Holdings | MarketXLS

HWSCX Mutual Fund

NAV$70.81

AUM$5M

TER1.96%

Holdings60

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HWSCX Mutual Fund

NAV$70.81

Hotchkis and Wiley Small Cap Value Fund Class C

AUM$5M

TER1.96%

Holdings60

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HWSCX 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 HWSCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HWSCX Mutual Fund Overlap Analysis

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

HWSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, HWSCX may share significant positions with broad-market funds.

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