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Logo for Fund Hotchkis & Wiley SMID Cap Diversified Value Fund

Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

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HWSM Price Chart

Explore Hotchkis & Wiley SMID Cap Diversified Value Fund interactive price chart. Choose custom timeframes to analyze HWSM price movements and trends.

HWSM Fund Profile

Key details and information about Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

31 Mar 2025

Country

US

Description

The Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an exchange-traded fund (ETF) managed by Hotchkis & Wiley Capital Management, LLC. Established on March 31, 2025, this fund aims to invest in undervalued companies across the small-to-mid-capitalization spectrum. Specifically, it targets businesses with market values similar to those included in the Russell 2000 Index and the Russell Midcap Index. The portfolio is constructed through a diligent, bottom-up security selection process, driven by thorough fundamental analysis.

HWSM Fund Performance

View HWSM 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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