HWAZX Mutual Fund
HWAZX Mutual Fund
Hotchkis & Wiley Value Opportunities Fund Class Z

HWAZX Mutual Fund Overview
HWAZX Mutual Fund (Hotchkis & Wiley Value Opportunities Fund Class Z) is managed by Hotchkis & Wiley Funds with $83.9M in net assets. HWAZX expense ratio is 0.88%, holding 67 positions across sectors including Information Technology, Financials, Unknown. Inception date: 2019-09-30.
HWAZX performance shows a YTD return of 0.53%. The 1-year return is 9.69% and the 5-year return is 12.06%. HWAZX dividend yield stands at 3.78%, paid annually.
HWAZX 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 HWAZX holdings, sector breakdown, or dividend history.
HWAZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWAZX alternatives are available via the screener, along with tax-loss harvesting opportunities.