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HWMZX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$55.30
Change
-$0.42 (-0.75%)
Net Assets
424.43M

HWMZX Hotchkis & Wiley Mid Cap Value Z Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are 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 Z MF is 10.81B. The market cap for tickers in the group ranges from 2.76B to 23.35B. STT holds the highest valuation in this group at 23.35B. The lowest valued company is KOS at 2.76B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Mid Cap Value Z MF was 60%. For the same stocks of the MF, the average monthly volume growth was 36% and the average quarterly volume growth was 134%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 41
Price Growth Rating: 52
SMR Rating: 44
Profit Risk Rating: 59
Seasonality Score: 36 (-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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HWMZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWMZX has been closely correlated with MVCAX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWMZX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWMZX
1D Price
Change %
HWMZX100%
-0.75%
MVCAX - HWMZX
92%
Closely correlated
-1.04%
VMVAX - HWMZX
86%
Closely correlated
-0.80%
VMVIX - HWMZX
84%
Closely correlated
-0.80%
VEVYX - HWMZX
83%
Closely correlated
N/A
JVMRX - HWMZX
83%
Closely correlated
-1.18%
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