HWMAX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class A) is managed by Hotchkis & Wiley Funds with $126.5M in net assets. HWMAX expense ratio is 1.21%, holding 70 positions across sectors including Financials, Energy, Information Technology. Inception date: 2001-01-02.

HWMAX performance shows a YTD return of 10.19%. The 1-year return is 23.02% and the 5-year return is 9.85%. HWMAX dividend yield stands at 1.05%, paid annually.

HWMAX top holdings include First American Government Obligations Fund (5.3%), Kosmos Energy Ltd (4.6%), APA Corp. (4.3%), Mount Vernon Liquid Assets Portfolio, Llc (4.2%), Workday, Inc., Class A (4.0%). View all HWMAX holdings, sector breakdown, or dividend history.

HWMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.