HWSAX Mutual Fund
HWSAX Mutual Fund
HWSAX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class A
HWSAX Mutual Fund Overview
HWSAX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class A) is managed by Hotchkis & Wiley Funds with $60.1M in net assets. HWSAX expense ratio is 1.23%, holding 67 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2000-10-06.
HWSAX performance shows a YTD return of 18.22%. The 1-year return is 18.37% and the 5-year return is 16.64%. HWSAX dividend yield stands at 1.16%.
HWSAX top holdings include Workiva Inc (5.7%), Stagwell Inc Class A (5.4%), Slm Corp (4.6%), Avnet Inc (4.3%), Murphy Oil Corp (3.5%). Go to all HWSAX holdings, HWSAX sectors, or HWSAX dividends.
HWSAX can be compared against other funds. Use HWSAX overlap to find shared positions, or HWSAX vs another fund for a side-by-side view. HWSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.