HWSZX Mutual Fund
HWSZX Mutual Fund
HWSZX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class Z
HWSZX Mutual Fund Overview
HWSZX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $67.5M in net assets. HWSZX expense ratio is 0.89%, holding 60 positions across sectors including Industrials, Financials, Energy. Inception date: 2019-09-30.
HWSZX performance shows a YTD return of 16.27%. The 1-year return is 23.83% and the 5-year return is 10.23%. HWSZX dividend yield stands at 1.03%, paid annually.
HWSZX top holdings include F5 Networks (5.3%), Stagwell Inc Common Stock Usd 0.00001 (5.0%), Olin Corp Common Stock Usd1.0 01/00/1900 (5.0%), Slm Corp (Sallie Mae) (4.0%), Workiya Inc., Class A (4.0%). 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.