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Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX)

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38.20 -0.23    -0.60%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Hotchkis & Wiley
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 486.35M
Hotchkis & Wiley Value Opps Instl 38.20 -0.23 -0.60%

Hotchkis & Wiley Value Opportunities Fund Class Institutional Overview

 
Find basic information about the Hotchkis & Wiley Value Opportunities Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HWAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US44134R8346)
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Rating
1-Year Change7.17%
Prev. Close38.43
Risk Rating
TTM Yield0.83%
ROE13.83%
IssuerHotchkis & Wiley
Turnover71%
ROA4.91%
Inception Date37621
Total Assets486.35M
Expenses0.95%
Min. Investment250,000
Market Cap27.14B
CategoryMid - Cap Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1167 1045 1273 1419 1985 2866
Fund Return 16.68% 4.52% 27.34% 12.37% 14.69% 11.1%
Place in category 303 357 228 54 25 19
% in Category 71 83 56 19 10 8

Top Equity Funds by Hotchkis & Wiley

  Name Rating Total Assets YTD% 3Y% 10Y%
  Hotchkis & Wiley Small Cap Value I 746.65M 12.64 12.98 8.78
  Hotchkis & Wiley Mid-Cap Value I 269.51M 4.09 9.59 6.75
  Hotchkis & Wiley Large Cap Value I 246.58M 13.85 9.85 9.43
  Hotchkis & Wiley Large Cap Value A 125.24M 13.62 9.59 9.15
  Hotchkis & Wiley Mid-Cap Value A 118.51M 6.01 11.93 6.78

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.66B 13.73 9.20 9.37
  JHancock Disciplined Value Mid Cap 15.25B 18.63 11.15 10.22
  Vanguard Mid-Cap Value Index Admira 13.87B 23.41 9.82 9.43
  Victory Sycamore Established Value6 10.88B 18.33 10.82 11.74
  MFS Mid Cap Value R6 9.71B 22.99 10.60 10.11

Top Holdings

Name ISIN Weight % Last Change %
  F5 Networks US3156161024 7.46 252.00 -3.00%
  LM Ericsson B ADR US2948216088 6.22 7.99 -2.68%
  Workday US98138H1014 4.58 268.93 -3.27%
  Siemens ADR US8261975010 4.04 99.07 -2.02%
  Baker Hughes US05722G1004 3.41 40.04 -3.31%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Sell Sell Strong Buy
Summary Strong Sell Sell Strong Buy
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