HWSIX Mutual Fund
HWSIX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class I

HWSIX Mutual Fund Overview
HWSIX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class I) is managed by Hotchkis & Wiley Funds with $708.8M in net assets. HWSIX expense ratio is 0.99%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1985-09-20.
HWSIX performance shows a YTD return of 16.20%. The 1-year return is 23.68% and the 5-year return is 10.09%. HWSIX dividend yield stands at 0.86%, paid annually.
HWSIX 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 HWSIX holdings, sector breakdown, or dividend history.
HWSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.