HWVZX Mutual Fund

HWVZX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $284.9M in net assets. HWVZX expense ratio is 0.78%, holding 358 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-30.

HWVZX performance shows a YTD return of 22.15%. The 1-year return is 33.32% and the 5-year return is 9.04%. HWVZX dividend yield stands at 0.98%, paid annually.

HWVZX top holdings include Sold THB Bought USD 20260520 (2.1%), Oceanfirst Financial Corp. Com (0.8%), First American Government Obligations Fund (0.6%), Fortune Brands Innovations Inc (0.6%), Nextdecade Corp Common Stock (0.5%). Go to all HWVZX holdings, HWVZX sectors, or HWVZX dividends.

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