Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) Research

The Hotchkis & Wiley Small Cap Value Fund Class A primarily aims to achieve growth in the value of its investments. Typically, the fund commits at least 80% of its net assets, along with any capital acquired through borrowing for investment, to equity holdings in companies categorized as small capitalization. Hotchkis & Wiley Capital Management, LLC, the fund's advisor, currently defines these smaller companies as those possessing market values similar to the firms included in the Russell 2000® Index.

Market snapshot

Symbol
HWSAX
Price
$85.71
Day change
+0.13%
Market cap
$659.6M
52-week range
69.78-87.99
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX)
  • Columbia Emerging Markets Fund Class A (EEMAX)
  • Allspring Precious Metals Fund Class A (EKWAX)
  • Allspring Precious Metals Fund Insti Class (EKWYX)
  • NYLI PineStone International Equity Fund Class A (FCIRX)
  • AMG GW&K Small/Mid Cap Fund - Class N (GWGVX)
  • Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX)
  • Hotchkis & Wiley Small Cap Value Fund Class I (HWSIX)

Open Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.