MENU
+Compare
HWVZX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$11.35
Change
-$0.24 (-2.07%)
Net Assets
724.46M

HWVZX Hotchkis & Wiley Sm Cp Divers Val Z Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bread Financial Holdings (NYSE:BFH).

Industry description

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

Market Cap

The average market capitalization across the Hotchkis & Wiley Sm Cp Divers Val Z MF is 3.08B. The market cap for tickers in the group ranges from 1.84B to 4.62B. SANM holds the highest valuation in this group at 4.62B. The lowest valued company is BFH at 1.84B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Sm Cp Divers Val Z MF was -16%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 47
Price Growth Rating: 57
SMR Rating: 59
Profit Risk Rating: 47
Seasonality Score: -31 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SWFCX16.240.18
+1.12%
Touchstone International Value C
CFNFX84.890.21
+0.25%
American Funds Fundamental Invs 529F1
GCCLX18.860.02
+0.11%
GMO Climate Change I
DEVCX46.63-0.01
-0.02%
Macquarie Small Cap Value C
SMXAX17.62-0.05
-0.28%
SEI Extended Market Index A (SIIT)

HWVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWVZX has been closely correlated with DFSVX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWVZX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWVZX
1D Price
Change %
HWVZX100%
-0.26%
DFSVX - HWVZX
90%
Closely correlated
-0.24%
VSIIX - HWVZX
86%
Closely correlated
-0.09%
VSIAX - HWVZX
86%
Closely correlated
-0.08%
VISVX - HWVZX
86%
Closely correlated
-0.09%
SSGSX - HWVZX
77%
Closely correlated
-0.09%
More