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HWGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$14.01
Change
+$0.09 (+0.65%)
Net Assets
36.54M

HWGIX Hotchkis & Wiley Global Value I Forecast, Technical & Fundamental Analysis

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are GE Aerospace (NYSE:GE), Elevance Health (NYSE:ELV), CVS HEALTH Corp (NYSE:CVS), American International Group (NYSE:AIG), General Motors Company (NYSE:GM), Ericsson (NASDAQ:ERIC).

Industry description

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in U.S. and non-U.S. companies, which may include companies located or operating in established or emerging markets. Under normal circumstances, it will invest at least 40% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of companies located outside of the U.S. The fund will invest primarily in companies located in developed countries, but may invest up to 20% of its assets in emerging markets.

Market Cap

The average market capitalization across the Hotchkis & Wiley Global Value I MF is 65.09B. The market cap for tickers in the group ranges from 703.04M to 185.6B. GE holds the highest valuation in this group at 185.6B. The lowest valued company is AC at 703.04M.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Global Value I MF was -73%. For the same stocks of the MF, the average monthly volume growth was -69% and the average quarterly volume growth was -58%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 47
Price Growth Rating: 48
SMR Rating: 74
Profit Risk Rating: 62
Seasonality Score: 31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HWGIX has been closely correlated with TEDIX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWGIX jumps, then TEDIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWGIX
1D Price
Change %
HWGIX100%
+0.65%
TEDIX - HWGIX
85%
Closely correlated
+0.36%
FMDRX - HWGIX
84%
Closely correlated
+0.38%
TEDSX - HWGIX
84%
Closely correlated
+0.36%
TEDRX - HWGIX
83%
Closely correlated
+0.40%
DODWX - HWGIX
72%
Closely correlated
+0.36%
More