HWVAX Mutual Fund

HWVAX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class A) is managed by Hotchkis & Wiley Funds with $21.9M in net assets. HWVAX expense ratio is 1.06%, holding 350 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-06-30.

HWVAX performance shows a YTD return of 22.87%. The 1-year return is 23.17% and the 5-year return is 8.43%. HWVAX dividend yield stands at 0.59%, paid annually.

HWVAX top holdings include Oceanfirst Financial Corp. Com (0.8%), Pbf Energy Inc (0.6%), Wex Inc. (0.6%), Robert Half International Inc. (0.6%), Cbiz Inc. (0.6%). Go to all HWVAX holdings, HWVAX sectors, or HWVAX dividends.

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