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HWVIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 29 closing price
Price
$12.74
Change
-$0.01 (-0.08%)
Net Assets
822.34M

HWVIX Hotchkis & Wiley Sm Cp Divers Val I Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Small Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bread Financial Holdings (NYSE:BFH).

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. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund may invest in foreign (non-U.S.) securities.

Market Cap

The average market capitalization across the Hotchkis & Wiley Sm Cp Divers Val I MF is 3.71B. The market cap for tickers in the group ranges from 689.57M to 6.26B. SANM holds the highest valuation in this group at 6.26B. The lowest valued company is VTLE at 689.57M.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Sm Cp Divers Val I MF was -32%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 1%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 40
Price Growth Rating: 48
SMR Rating: 51
Profit Risk Rating: 43
Seasonality Score: -55 (-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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HWVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWVIX has been closely correlated with SSGSX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWVIX jumps, then SSGSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWVIX
1D Price
Change %
HWVIX100%
-0.08%
SSGSX - HWVIX
86%
Closely correlated
-0.40%
ASVRX - HWVIX
82%
Closely correlated
-0.10%
WCMJX - HWVIX
78%
Closely correlated
-0.43%
WCMFX - HWVIX
78%
Closely correlated
-0.42%
VSCAX - HWVIX
75%
Closely correlated
-0.40%
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