HWVAX Mutual Fund

NAV$15.23

AUM$22M

TER1.06%

Holdings358

HWVAX Mutual Fund

NAV$15.23

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

AUM$22M

TER1.06%

Holdings358

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Holdings Overlap Analysis

Compare HWVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HWVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

HWVAX Mutual Fund Overlap Analysis

HWVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

HWVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 358 holdings, HWVAX may share significant positions with broad-market funds.

HWVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HWVAX tax-loss harvesting finds highly correlated but non-identical funds.