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

The investment seeks capital appreciation... Show more

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

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 5.04B. The market cap for tickers in the group ranges from 1.72B to 10.46B. MOH holds the highest valuation in this group at 10.46B. The lowest valued company is WEN at 1.72B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Sm Cp Divers Val Z MF was 6%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

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

Valuation Rating: 43
P/E Growth Rating: 36
Price Growth Rating: 49
SMR Rating: 62
Profit Risk Rating: 69
Seasonality Score: -35 (-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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HWVZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWVZX 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 HWVZX jumps, then DFSVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWVZX
1D Price
Change %
HWVZX100%
+0.45%
DFSVX - HWVZX
96%
Closely correlated
+0.75%
DFFVX - HWVZX
95%
Closely correlated
+0.74%
ASVRX - HWVZX
92%
Closely correlated
+0.86%
VISVX - HWVZX
90%
Closely correlated
+0.72%
VSIIX - HWVZX
90%
Closely correlated
+0.72%
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