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HWAIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$37.44
Change
+$0.38 (+1.03%)
Net Assets
654.74M

HWAIX Hotchkis & Wiley Value Opps Instl Forecast, Technical & Fundamental Analysis

Category MidCapValue
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 Instl MF is 102.36B. 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 Instl MF was 124%. For the same stocks of the MF, the average monthly volume growth was 106% and the average quarterly volume growth was 6%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 34
Price Growth Rating: 48
SMR Rating: 56
Profit Risk Rating: 48
Seasonality Score: 28 (-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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HWAIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWAIX 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 HWAIX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWAIX
1D Price
Change %
HWAIX100%
+1.03%
FFFMX - HWAIX
81%
Closely correlated
+1.02%
FFMMX - HWAIX
80%
Closely correlated
+1.00%
JVMTX - HWAIX
77%
Closely correlated
+1.80%
VMVIX - HWAIX
74%
Closely correlated
+1.45%
VMVAX - HWAIX
74%
Closely correlated
+1.45%
More