HWVAX Mutual Fund

HWVAX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class A) is managed by Hotchkis & Wiley Funds with $23.9M in net assets. HWVAX expense ratio is 1.06%, holding 374 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-06-30.

HWVAX performance shows a YTD return of 22.15%. The 1-year return is 27.41% and the 5-year return is 7.68%. HWVAX dividend yield stands at 0.60%, paid annually.

HWVAX top holdings include Sm Energy Co (0.6%), Nextdecade Corp Common Stock (0.5%), Talos Energy Inc Common Stock Usd (0.5%), Workiva Inc (0.5%), Crescent Energ-A (0.5%). 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.