Hotchkis & Wiley Small Cap Value Fund Class C (HWSCX) Research

The Hotchkis & Wiley Small Cap Value Fund Class C is designed with the primary objective of generating capital appreciation for its investors. To achieve this, the fund predominantly allocates at least 80% of its total net assets, including any borrowed capital, into the equity securities (stocks) of small-capitalization companies. The fund's advisor, Hotchkis & Wiley Capital Management, LLC, identifies these small-cap firms as those possessing market capitalizations comparable to the companies listed in the Russell 2000® Index.

Market snapshot

Symbol
HWSCX
Price
$62.97
Day change
+0.13%
Market cap
$656.0M
52-week range
51.34-64.66
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock 40/60 Target Allocation Fund, Investor A (BAMPX)
  • Calvert US Large Cap Growth Rspnb Idx A (CGJAX)
  • Calvert US Large Cap Growth Rspnb Idx I (CGJIX)
  • Columbia Emerging Markets Fund Class A (EEMAX)
  • NYLI PineStone International Equity Fund Class A (FCIRX)
  • AMG GW&K Small/Mid Cap Fund - Class N (GWGVX)
  • The Hartford Healthcare Fund Class A (HGHAX)
  • Hotchkis & Wiley Small Cap Value Fund Class A (HWSAX)

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