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HWVZX Hotchkis & Wiley Sm Cp Divers Val Z Forecast, Technical & Fundamental Analysis

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 Z MF is 3.04B. The market cap for tickers in the group ranges from 1.84B to 4.24B. ITRI holds the highest valuation in this group at 4.24B. The lowest valued company is BFH at 1.84B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Sm Cp Divers Val Z MF was -12%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was 19%

Fundamental Analysis Ratings

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

Valuation Rating: 58

P/E Growth Rating: 44

Price Growth Rating: 44

SMR Rating: 57

Profit Risk Rating: 51

Seasonality Score: 42 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category SmallValue

Profile

Fundamentals

Details

	1 Day
BBCB	45.28	0.04	+0.09%
JPMorgan BetaBuilders $ InvmGrdCorpBdETF
SPMV	47.26	N/A	N/A
Invesco S&P 500 Minimum Variance ETF
GHYB	44.94	-0.01	-0.02%
Goldman Sachs Access Hi Yld Corp Bd ETF
EEMA	73.14	-0.11	-0.16%
iShares MSCI Emerging Markets Asia ETF
USCA	37.07	-0.48	-1.29%
Xtrackers MSCI USA Clmt Actn Eq ETF

HWVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWVZX has been closely correlated with ASVRX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWVZX jumps, then ASVRX could also see price increases.

Ticker / NAME	Correlation To HWVZX	1D Price Change %
HWVZX	100%	-0.59%
ASVRX - HWVZX	92% Closely correlated	-0.71%
DFFVX - HWVZX	92% Closely correlated	-0.83%
DFSVX - HWVZX	91% Closely correlated	-0.76%
VSIIX - HWVZX	88% Closely correlated	-0.68%
VISVX - HWVZX	88% Closely correlated	-0.68%
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