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HWSZX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
754.3M

HWSZX Hotchkis & Wiley Small Cap Value Z 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 Z MF is 4.11B. The market cap for tickers in the group ranges from 620.07M to 10.01B. FFIV holds the highest valuation in this group at 10.01B. The lowest valued company is STGW at 620.07M.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Small Cap Value Z MF was -55%. For the same stocks of the MF, the average monthly volume growth was -75% and the average quarterly volume growth was -72%

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: 49
Price Growth Rating: 49
SMR Rating: 61
Profit Risk Rating: 64
Seasonality Score: 42 (-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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HWSZX and

Correlation & Price change

A.I.dvisor indicates that over the last year, HWSZX has been closely correlated with VSIIX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWSZX jumps, then VSIIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWSZX
1D Price
Change %
HWSZX100%
N/A
VSIIX - HWSZX
77%
Closely correlated
N/A
VSIAX - HWSZX
77%
Closely correlated
N/A
VISVX - HWSZX
77%
Closely correlated
N/A
DFFVX - HWSZX
76%
Closely correlated
N/A
DFSVX - HWSZX
75%
Closely correlated
N/A
More