Hotchkis Wiley Financials

HWVZX Fund  USD 12.22  0.14  1.16%   
You can make use of fundamental analysis to find out if Hotchkis Wiley Small is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze thirteen available reported financial drivers for Hotchkis Wiley Small, which can be compared to its competitors. The fund experiences a large bullish trend. Check odds of Hotchkis Wiley to be traded at $13.44 in 90 days.
  
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 Qs Defensive, Auer Growth, Old Westbury, Growth Fund, and Siit Small. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund may invest in foreign securities.
Specialization
Small Value, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS44134R4790
Business AddressHotchkis Wiley Funds
Mutual Fund FamilyHotchkis & Wiley
Mutual Fund CategorySmall Value
BenchmarkDow Jones Industrial
Phone866 493 8637
CurrencyUSD - 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. 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 Small is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 207.05 Billion. Hotchkis Wiley adds roughly 100.37 Million in net asset claiming only tiny portion of funds listed under Small Value category.

Hotchkis Wiley July 9, 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.

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.
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
ETF Categories
List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments