HWSZX Mutual Fund
HWSZX Mutual Fund
HWSZX Mutual Fund
Hotchkis and Wiley Small Cap Value Fund Class Z
HWSZX Mutual Fund Overview
HWSZX Mutual Fund (Hotchkis and Wiley Small Cap Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $58.7M in net assets. HWSZX expense ratio is 0.90%, holding 67 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2019-09-30.
HWSZX performance shows a YTD return of 28.76%. The 1-year return is 25.77% and the 5-year return is 12.27%. HWSZX dividend yield stands at 0.94%, paid annually.
HWSZX top holdings include Workiva Inc (5.7%), Stagwell Inc Class A (5.4%), Slm Corp (4.6%), Avnet Inc (4.3%), Murphy Oil Corp (3.5%). Go to all HWSZX holdings, HWSZX sectors, or HWSZX dividends.
HWSZX can be compared against other funds. Use HWSZX overlap to find shared positions, or HWSZX vs another fund for a side-by-side view. HWSZX alternatives are available via the screener, along with tax-loss harvesting opportunities.