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

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 10.71B. 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 2%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was 39%

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: 45

Price Growth Rating: 42

SMR Rating: 41

Profit Risk Rating: 62

Seasonality Score: 10 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details

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Fidelity Advisor Equity Value I
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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 VMVAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWMZX jumps, then VMVAX could also see price increases.

Ticker / NAME	Correlation To HWMZX	1D Price Change %
HWMZX	100%	+1.68%
VMVAX - HWMZX	85% Closely correlated	+0.39%
VMVIX - HWMZX	84% Closely correlated	+0.38%
JVMRX - HWMZX	83% Closely correlated	+0.93%
JVMSX - HWMZX	81% Closely correlated	+0.90%
JVMTX - HWMZX	81% Closely correlated	+0.90%
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