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Logo for Fund Hotchkis & Wiley Value Opportunities Fund Class A

Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX)

NASDAQ Currency in USD
$157.00
-$1.00
-0.63%
Last Update: 18 Jul 2026, 04:17
Assets Under Management
Expense Ratio
1.52%
Forward Dividend Yield
$111.26-$196.06
52 Week Range

HWAAX Price Chart

Explore Hotchkis & Wiley Value Opportunities Fund Class A interactive price chart. Choose custom timeframes to analyze HWAAX price movements and trends.

HWAAX Fund Profile

Key details and information about Hotchkis & Wiley Value Opportunities Fund Class A (HWAAX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

2 Jan 2003

Country

US

Description

The fund's primary objective is to achieve substantial growth in capital. It strategically allocates investments across a broad spectrum of equity holdings, including common, preferred, and convertible stocks, irrespective of the company's market valuation. Additionally, it invests in fixed-income assets, ranging from high-quality investment-grade bonds to more speculative, higher-yielding debt instruments often referred to as "junk bonds." The fund actively seeks out companies whose future potential is either misjudged or not fully valued by the broader market. Utilizing a rigorous fundamental value investing strategy, it aims to capitalize on market inefficiencies that arise from illogical investor behavior. This particular fund operates as a non-diversified portfolio.

HWAAX Fund Performance

View HWAAX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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