HWTIX Mutual Fund

HWTIX Mutual Fund (Hotchkis & Wiley International Small Cap Diversified Value Fund Class I) is managed by Hotchkis & Wiley Funds with $6.0M in net assets. HWTIX expense ratio is 0.89%, holding 326 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2020-06-30.

HWTIX performance shows a YTD return of 14.82%. The 1-year return is 27.44% and the 5-year return is 11.87%. HWTIX dividend yield stands at 12.10%, paid annually.

HWTIX top holdings include First American Government Obligations Fund (2.5%), Subsea 7 Sa (0.8%), Fuso Chemical Co Ltd (0.7%), Hoist Finance Ab (0.7%), Beazley Plc (0.7%). Go to all HWTIX holdings, HWTIX sectors, or HWTIX dividends.

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