HWMZX Mutual Fund (Hotchkis and Wiley Mid-Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $29.3M in net assets. HWMZX expense ratio is 0.88%, holding 70 positions across sectors including Financials, Energy, Information Technology. Inception date: 2019-09-30.

HWMZX performance shows a YTD return of 19.87%. The 1-year return is 23.39% and the 5-year return is 10.20%. HWMZX dividend yield stands at 1.43%, paid annually.

HWMZX top holdings include First American Government Obligations Fund (5.3%), Kosmos Energy Ltd (4.6%), APA Corp. (4.3%), United Kingdom Treasury Bond 0.0125% 2051/07/31 (4.2%), Workday, Inc., Class A (4.0%). View all HWMZX holdings, sector breakdown, or dividend history.

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