HWSAX Mutual Fund
HWSAX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class A

HWSAX Mutual Fund Overview
HWSAX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class A) is managed by Hotchkis & Wiley Funds with $58.8M in net assets. HWSAX expense ratio is 1.20%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2000-10-06.
HWSAX performance shows a YTD return of 16.08%. The 1-year return is 23.41% and the 5-year return is 9.86%. HWSAX dividend yield stands at 0.59%, paid annually.
HWSAX 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 HWSAX holdings, sector breakdown, or dividend history.
HWSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.