Hotchkis Wiley Financials
| HWVZX Fund | USD 11.94 0.07 0.58% |
Hotchkis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Hotchkis Wiley Fund Summary
Hotchkis Wiley competes with Eventide Healthcare, Deutsche Health, Fidelity Advisor, The Hartford, and Prudential Health. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis Wiley is traded on NASDAQ Exchange in the United States.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US44134R4790 |
| Business Address | Hotchkis Wiley Funds |
| Mutual Fund Family | Hotchkis & Wiley |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 493 8637 |
| Currency | USD - US Dollar |
Hotchkis Wiley Key Financial Ratios
Hotchkis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hotchkis Wiley's current stock value. Our valuation model uses many indicators to compare Hotchkis Wiley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hotchkis Wiley competition to find correlations between indicators driving Hotchkis Wiley's intrinsic value. More Info.Hotchkis Wiley Small is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 58.58 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hotchkis Wiley's earnings, one of the primary drivers of an investment's value.Hotchkis Wiley Small Systematic Risk
Hotchkis Wiley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hotchkis Wiley volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Hotchkis Wiley Small correlated with the market. If Beta is less than 0 Hotchkis Wiley generally moves in the opposite direction as compared to the market. If Hotchkis Wiley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hotchkis Wiley Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hotchkis Wiley is generally in the same direction as the market. If Beta > 1 Hotchkis Wiley moves generally in the same direction as, but more than the movement of the benchmark.
Hotchkis Wiley July 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hotchkis Wiley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hotchkis Wiley Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hotchkis Wiley Small based on widely used predictive technical indicators. In general, we focus on analyzing Hotchkis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hotchkis Wiley's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.21 | |||
| Information Ratio | 0.097 | |||
| Maximum Drawdown | 7.03 | |||
| Value At Risk | (1.55) | |||
| Potential Upside | 2.77 |
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |