HWVAX : Hotchkis & Wiley Small Cap Diversified Value Fund Class A

HWVAX is a US Stocks Market Small Value with MODERATE fees.

HWVAX

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

FI Score

39 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

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

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

Expenses: 1.15% (Better than 1% of similar funds)

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

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. It seeks to invest in stocks whose future prospects are misunderstood or not fully recognized by the market. The fund may invest in foreign (non-U.S.) securities.

Largest Holdings

Amount Holding
0.48% Meritor Inc
0.47% Bonanza Creek Energy Inc
0.46% Ebix Inc
0.46% Mednax Inc
0.46% Fluor Corp
0.45% Ambac Financial Group Inc
0.44% PetMed Express Inc
0.44% Fossil Group Inc
0.44% Customers Bancorp Inc
0.44% Liberty Oilfield Services Inc
0.44% Navistar International Corp
0.43% Usana Health Sciences Inc
0.43% Magellan Health Inc
0.43% Hope Bancorp Inc
0.43% Johnson Outdoors Inc Class A
0.42% Victory Capital Holdings Inc Class A
0.42% Suburban Propane Partners LP
0.42% Nu Skin Enterprises Inc Class A
0.42% Universal Corp
0.42% Hanmi Financial Corp
0.42% ScanSource Inc
0.42% Avista Corp
0.42% El Paso Electric Co
0.41% American Equity Investment Life Holding Co
0.41% Plantronics Inc

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