Ad is loading...
MENU

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

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), Philip Morris International (NYSE:PM), 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 103.2B. The market cap for tickers in the group ranges from 5.42B to 213.22B. SHEL holds the highest valuation in this group at 213.22B. 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 31%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 33%

Fundamental Analysis Ratings

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

Valuation Rating: 51
P/E Growth Rating: 35
Price Growth Rating: 34
SMR Rating: 55
Profit Risk Rating: 43
Seasonality Score: 45 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BRKTX13.92-0.04
-0.29%
MFS Blended Research Em Mkts Eq R3
MEIHX53.96-0.22
-0.41%
MFS Value R3
IRMTX11.18-0.08
-0.71%
Voya Russell Mid Cap Index Port S2
TMVIX25.76-0.33
-1.26%
Timothy Plan Large/Mid Cap Value I
AAAGX19.05-0.38
-1.96%
Thrivent Large Cap Growth A

HWAAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWAAX has been closely correlated with FFFMX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWAAX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWAAX
1D Price
Change %
HWAAX100%
-0.61%
FFFMX - HWAAX
81%
Closely correlated
-0.86%
FFMMX - HWAAX
80%
Closely correlated
-0.86%
DOXGX - HWAAX
74%
Closely correlated
-0.70%
VVIAX - HWAAX
74%
Closely correlated
-0.39%
VIVIX - HWAAX
74%
Closely correlated
-0.38%
More