HWAAX Mutual Fund
HWAAX Mutual Fund
Hotchkis & Wiley Value Opportunities Fund Class A

HWAAX Mutual Fund Overview
HWAAX Mutual Fund (Hotchkis & Wiley Value Opportunities Fund Class A) is managed by Hotchkis & Wiley Funds with $112.8M in net assets. HWAAX expense ratio is 1.20%, holding 67 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2002-12-31.
HWAAX performance shows a YTD return of 0.51%. The 1-year return is 9.35% and the 5-year return is 11.70%. HWAAX dividend yield stands at 3.32%, paid annually.
HWAAX top holdings include Workday, Inc., Class A (8.9%), F5 Networks Inc. (6.7%), Telefonaktiebolaget Lm Ericsson ADR (6.5%), Salesforce Inc Crm Us Equity (4.6%), First American Government Obligations Fund (3.6%). View all HWAAX holdings, sector breakdown, or dividend history.
HWAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.