Hotchkis Wiley Diversified Fund Quote

HWCIX Fund  USD 30.74  0.11  0.36%   

Performance

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Hotchkis Wiley is trading at 30.74 as of the 7th of July 2025; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 30.63. Hotchkis Wiley has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 8th of April 2025 and ending today, the 7th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. Hotchkis Wiley Capital Management, LLC considers large cap companies to be those with market capitalizations like those found in the Russell 1000 Index, although the Advisor will generally not purchase stock in a company with a market capitalization of less than 3 billion.. More on Hotchkis Wiley Diversified

Moving together with Hotchkis Mutual Fund

  0.99HOMPX Hw OpportunitiesPairCorr
  0.99HWAAX Hotchkis Wiley ValuePairCorr
  0.99HWACX Hotchkis Wiley ValuePairCorr
  0.99HWAZX Hotchkis Wiley ValuePairCorr
  0.98HWGAX Hotchkis Wiley GlobalPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationHotchkis & Wiley Funds, Large Funds, Large Value Funds, Large Value, Hotchkis & Wiley, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Hotchkis Wiley Diversified [HWCIX] is traded in USA and was established 7th of July 2025. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Large Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 110.25 M in assets under management (AUM) with minimum initial investment of 250 K. Hotchkis Wiley Diver is currently producing year-to-date (YTD) return of 1.71% with the current yeild of 0.02%, while the total return for the last 3 years was 9.19%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hotchkis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hotchkis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hotchkis Wiley Diversified Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hotchkis Wiley Diversified Mutual Fund Constituents

HESHess CorporationStockEnergy
ERICTelefonaktiebolaget LM EricssonStockInformation Technology
WFCWells FargoStockFinancials
PPLPPL CorporationStockUtilities
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
GSGoldman Sachs GroupStockFinancials
GOOGLAlphabet Inc Class AStockCommunication Services
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Hotchkis Wiley Diver Risk Profiles

Hotchkis Wiley Against Markets

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.
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