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HWMAX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
468.78M

HWMAX Hotchkis & Wiley Mid-Cap Value A Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American International Group (NYSE:AIG), Ericsson (NASDAQ:ERIC), APA Corp (NASDAQ:APA).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index.

Market Cap

The average market capitalization across the Hotchkis & Wiley Mid-Cap Value A MF is 12.03B. The market cap for tickers in the group ranges from 3.01B to 45.81B. AIG holds the highest valuation in this group at 45.81B. The lowest valued company is ADNT at 3.01B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Mid-Cap Value A MF was -25%. For the same stocks of the MF, the average monthly volume growth was -39% 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: 62
P/E Growth Rating: 46
Price Growth Rating: 44
SMR Rating: 50
Profit Risk Rating: 57
Seasonality Score: 38 (-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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HWMAX and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWMAX
1D Price
Change %
HWMAX100%
N/A
JVMRX - HWMAX
85%
Closely correlated
N/A
JVMCX - HWMAX
85%
Closely correlated
N/A
VMVAX - HWMAX
84%
Closely correlated
N/A
VMVIX - HWMAX
83%
Closely correlated
N/A
JVMTX - HWMAX
80%
Closely correlated
N/A
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