Hotchkis & Wiley Small Cap Value Fund Class I (HWSIX) Research

This investment vehicle aims for substantial capital growth. It customarily commits at least 80% of its total assets, including any borrowed capital, to equities issued by smaller companies. Hotchkis & Wiley Capital Management, LLC, the managing advisor, currently regards small-capitalization firms as those with market valuations similar to the companies comprising the Russell 2000® Index.

Market snapshot

Symbol
HWSIX
Price
$86.36
Day change
+0.13%
Market cap
$656.9M
52-week range
70.38-88.66
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 I (HWSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.