HWVIX Mutual Fund Analysis & Holdings | MarketXLS

HWVIX Mutual Fund

NAV$15.74

AUM$593M

TER0.81%

Holdings358

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HWVIX Mutual Fund

NAV$15.74

Hotchkis & Wiley Small Cap Diversified Value Fund Class I

AUM$593M

TER0.81%

Holdings358

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HWVIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HWVIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HWVIX Mutual Fund Overlap Analysis

HWVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HWVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 358 holdings, HWVIX may share significant positions with broad-market funds.

HWVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HWVIX tax-loss harvesting finds highly correlated but non-identical funds.