Hotchkis is trading at 14.48 as of the 5th of July 2025; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 14.44. Hotchkis has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 5th of June 2025 and ending today, the 5th of July 2025. Click here to learn more.
The fund invests primarily in non-U.S. companies, which may include companies located or operating in developed or emerging markets. The Advisor determines where a company is located, and thus whether a company is located outside the U.S. or in an emerging market, by referring to its primary stock exchange listing where it is registered, organized or incorporated where its headquarters are located where it derives at least 50 percent of its revenues or profits from goods produced or sold, investments made, or services performed or where at least 50 percent of its assets are located.. More on Hotchkis And Wiley
Hotchkis And Wiley [HWNIX] is traded in USA and was established 5th of July 2025. Hotchkis is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 2.55 M in assets under management (AUM) with minimum initial investment of 250 K. Hotchkis And Wiley is currently producing year-to-date (YTD) return of 22.7% with the current yeild of 0.02%, while the total return for the last 3 years was 14.57%.
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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 And Wiley 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.
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis 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 security.