HWMAX Rating, Research - Hotchkis And Wiley Mid-Cap Value A

Hotchkis And Wiley Mid-Cap Value A (hwmax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 22

Threats + Weaknesses = 21

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hwmax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hotchkis And Wiley Mid-Cap Value A (HWMAX) Description: HWMAX is a mutual fund, which is an investment that owns a basket of assets. The HWMAX 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 long management tenure and is in the average fund size classification. HWMAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. HWMAXs expense ratio is roughly 1%. The latest HWMAXs front end load was 5% and the back end load was 0%. The Hotchkis And Wiley Mid-Cap Value A (HWMAX) mutual fund falls under the mid-cap value category. HWMAX focuses its investments in USA and HWMAX is not affiliated with a particular industry or fund sector. The Hotchkis And Wiley Mid-Cap Value A (HWMAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HWMAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HWMAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks above-average income and long-term capital growth. The fund normally invests primarily in common stocks (see stock research) and invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. It invests in domestic and foreign issuers and uses fundamental analysis of factors such as each issuer??s financial and industry position, as well as market and economic conditions to select investments. The funds non-diversified.

Management Analysis Update

Performance Analysis Update