Hotchkis is trading at 74.27 as of the 7th of July 2025; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 73.83. Hotchkis has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid 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 small capitalization companies. Hotchkis Wiley Capital Management, LLC currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000 Index.. More on Hotchkis And Wiley
Hotchkis And Wiley [HWSAX] is traded in USA and was established 7th of July 2025. Hotchkis is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Small Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 690.38 M in assets under management (AUM) with no minimum investment requirementsHotchkis And Wiley is currently producing year-to-date (YTD) return of 0.75% with the current yeild of 0.01%, while the total return for the last 3 years was 3.06%.
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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.