OUR PRODUCTS

MOBILE APPS

GENERAL INFO

Help

HWAIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Hotchkis & Wiley Value Opps Instl (HWAIX) Ownership - Who owns Hotchkis & Wiley Value Opps Instl?

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HWAIX

Net Assets

743M

Fund Existence

over 22 years

Turnover

71.00

Total Expense Ratio

0.95

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.95

Assets in Top Ten Holdings

231M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

548M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

66.00

Number of Net Holdings

66.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

43.44%

Gain YTD

9.633

Annual Yield % from dividends

1.12

Returns for 1 year

5.25

Returns for 3 years

36.06

Returns for 5 years

87.44

Returns for 10 years

60.14

View a ticker or compare two or three

Compare

Interact to see
Advertisement

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details