HWSZX Mutual Fund
HWSZX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class Z

HWSZX Mutual Fund Overview
HWSZX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $62.5M in net assets. HWSZX expense ratio is 0.89%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2019-09-30.
HWSZX performance shows a YTD return of 16.27%. The 1-year return is 23.83% and the 5-year return is 10.23%. HWSZX dividend yield stands at 1.03%, paid annually.
HWSZX top holdings include F5 Networks Inc. (5.3%), Stagwell Inc Class A (5.0%), Olin Corp (5.0%), Slm Corp (4.0%), Workiva Inc (4.0%). View all HWSZX holdings, sector breakdown, or dividend history.
HWSZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.