HWAIX Mutual Fund
HWAIX Mutual Fund
Hotchkis & Wiley Value Opportunities Fund Class I

HWAIX Mutual Fund Overview
HWAIX Mutual Fund (Hotchkis & Wiley Value Opportunities Fund Class I) is managed by Hotchkis & Wiley Funds with $603.4M in net assets. HWAIX expense ratio is 0.97%, holding 67 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2002-12-31.
HWAIX performance shows a YTD return of 0.53%. The 1-year return is 9.58% and the 5-year return is 11.96%. HWAIX dividend yield stands at 3.66%, paid annually.
HWAIX 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 HWAIX holdings, sector breakdown, or dividend history.
HWAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.