Hotchkis Wiley Small Fund Quote

HWVZX Fund  USD 12.08  0.19  1.55%   

Performance

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Odds Of Distress

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Low
Hotchkis Wiley is trading at 12.08 as of the 8th of July 2025; that is 1.55% down since the beginning of the trading day. The fund's open price was 12.27. Hotchkis Wiley has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 9th of April 2025 and ending today, the 8th 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 is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley Small

Moving together with Hotchkis Mutual Fund

  0.74HOMPX Hw OpportunitiesPairCorr
  0.82HWAAX Hotchkis Wiley ValuePairCorr
  0.74HWACX Hotchkis Wiley ValuePairCorr
  0.79HWAIX Hotchkis Wiley ValuePairCorr
  0.74HWAZX Hotchkis Wiley ValuePairCorr
  0.79HWCAX Hotchkis Wiley DiverPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationHotchkis & Wiley Funds, Large Funds, Small Value Funds, Small Value, Hotchkis & Wiley (View all Sectors)
Update Date30th of June 2025
Hotchkis Wiley Small [HWVZX] is traded in USA and was established 8th of July 2025. Hotchkis Wiley 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 100.37 M in assets under management (AUM) with minimum initial investment of 1000 K. Hotchkis Wiley Small is currently producing year-to-date (YTD) return of 0.57% with the current yeild of 0.01%, while the total return for the last 3 years was 8.82%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Top Hotchkis Wiley Small Mutual Fund Constituents

HWCHancock Whitney CorpStockFinancials
PGCPeapack Gladstone FinancialStockFinancials
KBRKBR IncStockIndustrials
FOSLFossil GroupStockConsumer Discretionary
CUBICustomers BancorpStockFinancials
ETHGrayscale Ethereum MiniEtfDigital Assets
HIHillenbrandStockIndustrials
HGVHilton Grand VacationsStockConsumer Discretionary
More Details

Hotchkis Wiley Small 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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