HWACX Mutual Fund

HWACX Mutual Fund (Hotchkis & Wiley Opportunities Fund Class C) is managed by Hotchkis & Wiley Funds with $10.1M in net assets. HWACX expense ratio is 1.93%, holding 69 positions across sectors including Information Technology, Financials, Energy. Inception date: 2003-08-28.

HWACX performance shows a YTD return of 17.57%. The 1-year return is 19.19% and the 5-year return is 11.75%. HWACX dividend yield stands at 5.42%, paid annually.

HWACX top holdings include Workday, Inc., Class A (8.6%), Microsoft Corp (5.3%), Telefonaktiebolaget Lm Ericsson ADR (5.3%), CDW Corporation (4.5%), Aptiv Holdings Ltd Common Stock USD 0.01 (4.2%). Go to all HWACX holdings, HWACX sectors, or HWACX dividends.

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