HWSZX Mutual Fund

HWSZX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $65.2M in net assets. HWSZX expense ratio is 0.89%, holding 60 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2019-09-30.

HWSZX performance shows a YTD return of 25.67%. The 1-year return is 28.56% and the 5-year return is 12.42%. HWSZX dividend yield stands at 0.96%, paid annually.

HWSZX top holdings include Stagwell Inc Common Stock Usd 0.00001 (5.1%), Workiva Inc (4.9%), Slm Corp (4.9%), Avnet Inc (4.6%), F5 Networks Inc. (3.9%). Go to all HWSZX holdings, HWSZX sectors, or HWSZX dividends.

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