HWVIX Mutual Fund

HWVIX Mutual Fund (Hotchkis & Wiley Small Cap Diversified Value Fund Class I) is managed by Hotchkis & Wiley Funds with $563.9M in net assets. HWVIX expense ratio is 0.81%, holding 350 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2014-06-30.

HWVIX performance shows a YTD return of 14.70%. The 1-year return is 17.59% and the 5-year return is 8.69%. HWVIX dividend yield stands at 0.99%, paid annually.

HWVIX 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 HWVIX holdings, HWVIX sectors, or HWVIX dividends.

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