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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 4.84B. The market cap for tickers in the group ranges from 693.32M to 10.82B. SANM holds the highest valuation in this group at 10.82B. The lowest valued company is VTLE at 693.32M.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Sm Cp Divers Val I MF was -17%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -21%

Fundamental Analysis Ratings

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

Valuation Rating: 40
P/E Growth Rating: 58
Price Growth Rating: 48
SMR Rating: 49
Profit Risk Rating: 55
Seasonality Score: 18 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
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 DFSVX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWVIX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWVIX
1D Price
Change %
HWVIX100%
+0.60%
DFSVX - HWVIX
96%
Closely correlated
+0.63%
DFFVX - HWVIX
96%
Closely correlated
+0.58%
VISVX - HWVIX
91%
Closely correlated
+0.33%
VSIIX - HWVIX
91%
Closely correlated
+0.35%
VSIAX - HWVIX
91%
Closely correlated
+0.34%
More
Hotchkis & Wiley Sm Cp Divers Val I (HWVIX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com