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HWSAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$75.77
Change
-$0.75 (-0.98%)
Net Assets
854.87M

HWSAX Hotchkis & Wiley Small Cap Value A Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are SLM Corp (NASDAQ:SLM).

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 small capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000® Index.

Market Cap

The average market capitalization across the Hotchkis & Wiley Small Cap Value A MF is 5.39B. The market cap for tickers in the group ranges from 727.17M to 11.16B. FFIV holds the highest valuation in this group at 11.16B. The lowest valued company is STGW at 727.17M.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Small Cap Value A MF was 38%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 69%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 52
Price Growth Rating: 46
SMR Rating: 59
Profit Risk Rating: 36
Seasonality Score: 43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HWSAX has been closely correlated with DFFVX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWSAX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWSAX
1D Price
Change %
HWSAX100%
-0.98%
DFFVX - HWSAX
95%
Closely correlated
-1.39%
DFSVX - HWSAX
95%
Closely correlated
-1.38%
SSGSX - HWSAX
90%
Closely correlated
N/A
VISVX - HWSAX
90%
Closely correlated
-1.24%
VSIAX - HWSAX
90%
Closely correlated
-1.22%
More