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HWAAX
Mutual Fund ticker: NASDAQ
AS OF
Jul 24 closing price
Price
$40.67
Change
-$0.28 (-0.68%)
Net Assets
744.49M

HWAAX Hotchkis & Wiley Value Opps A Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Philip Morris International (NYSE:PM), Wells Fargo & Co (NYSE:WFC), Elevance Health (NYSE:ELV), General Motors Company (NYSE:GM), Ericsson (NASDAQ:ERIC).

Industry description

The investment seeks capital appreciation. The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield ("junk bonds") fixed income securities. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund employs a fundamental value investing approach which seeks to exploit market inefficiencies created by irrational investor behavior. It is non-diversified.

Market Cap

The average market capitalization across the Hotchkis & Wiley Value Opps A MF is 109.55B. The market cap for tickers in the group ranges from 5.42B to 250.72B. PM holds the highest valuation in this group at 250.72B. The lowest valued company is ETRN at 5.42B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Value Opps A MF was -13%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was -9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 46
P/E Growth Rating: 39
Price Growth Rating: 44
SMR Rating: 57
Profit Risk Rating: 40
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com
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HWAAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWAAX has been closely correlated with VMVAX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWAAX jumps, then VMVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWAAX
1D Price
Change %
HWAAX100%
N/A
VMVAX - HWAAX
83%
Closely correlated
N/A
VMVIX - HWAAX
83%
Closely correlated
N/A
FFFMX - HWAAX
81%
Closely correlated
+0.02%
FFMMX - HWAAX
80%
Closely correlated
+0.02%
FLPSX - HWAAX
77%
Closely correlated
N/A
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