HWVZX Mutual Fund

HWVZX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $248.1M in net assets. HWVZX expense ratio is 0.76%, holding 350 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2019-09-30.

HWVZX performance shows a YTD return of 23.02%. The 1-year return is 23.52% and the 5-year return is 7.62%. HWVZX dividend yield stands at 0.97%, paid annually.

HWVZX 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 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.