HWSAX : Hotchkis & Wiley Small Cap Value Fund Class A

HWSAX is a US Stocks Market Small Value with HIGH fees.

HWSAX

Hotchkis & Wiley Small Cap Value Fund Class A

FI Score

39 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

39% FI Score
  • hwsax
  • Mutual Fund
  • US Stocks
  • Small Value

Hotchkis & Wiley Small Cap Value Fund Class A

Expenses: 1.28% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.

Largest Holdings

Amount Holding
5.60% Evercore Inc A
5.03% Enstar Group Ltd
4.68% Bank of N.T Butterfield & Son Ltd
4.22% Popular Inc
4.10% Arrow Electronics Inc
3.52% Office Depot Inc
3.44% Frank's International NV
3.08% First Hawaiian Inc
2.83% Diodes Inc
2.76% News Corp A
2.60% CNO Financial Group Inc
2.50% Seritage Growth Properties Class A
2.50% Amerco Inc
2.49% Sonic Automotive Inc Class A
2.46% First Horizon National Corp
2.39% Equitrans Midstream Corp
2.35% Fluor Corp
2.31% Euronet Worldwide Inc
2.31% Range Resources Corp
2.24% Global Indemnity Ltd
2.19% Matson Inc
2.06% Avista Corp
1.92% Stifel Financial Corp
1.91% Hanger Inc
1.77% Rush Enterprises Inc A

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