Hotchkis And Wiley Diversified Value I (hwcix)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Hotchkis And Wiley Diversified Value I (HWCIX) Description: HWCIX is a mutual fund, which is an investment that owns a basket of assets. The HWCIX mutual fund was provided by Hotchkis and this investment vehicle derives the majority of its value from equity holdings (stocks). Hotchkiss mutual fund has a medium management tenure and is in the average fund size classification. HWCIXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. HWCIXs expense ratio is roughly 1%. The latest HWCIXs front end load was 0% and the back end load was 0%. The Hotchkis And Wiley Diversified Value I (HWCIX) mutual fund falls under the large-cap value category. HWCIX focuses its investments in USA and HWCIX is not affiliated with a particular industry or fund sector. The Hotchkis And Wiley Diversified Value I (HWCIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HWCIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HWCIXs research report features technical analysis and long term investment potential.
This investment vehicle seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities (see equity research) of ??premier? companies. At least 65% of these securities will be issued by companies with stock market capitalizations up to $2.5 billion at the time of investment. The fund may invest up to 25% of assets in the securities of foreign issuers. The fund looks for companies it considers ??premier? that have excellent business strengths and/or prospects for growth, high internal rates of return and low leverage, and that are trading significantly below estimates of their current worth.