HWMIX Rating, Research - Hotchkis And Wiley Mid-Cap Value I

Hotchkis And Wiley Mid-Cap Value I (hwmix)

Last Updated by Anonymous | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 hwmix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hotchkis And Wiley Mid-Cap Value I (HWMIX) Description: HWMIX is a mutual fund, which is an investment that owns a basket of assets. The HWMIX 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 large fund size classification. HWMIXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. HWMIXs expense ratio is roughly 1%. The latest HWMIXs front end load was 0% and the back end load was 0%. The Hotchkis And Wiley Mid-Cap Value I (HWMIX) mutual fund falls under the mid-cap value category. HWMIX focuses its investments in USA and HWMIX is not affiliated with a particular industry or fund sector. The Hotchkis And Wiley Mid-Cap Value I (HWMIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HWMIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HWMIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide long-term growth. The fund invests normally at least 80% of assets in equity securities (see equity research) of companies of any size throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore regularly invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions.

Management Analysis Update

Hotchkis And Wiley Mid-Cap Value I's executives / managers make better investing decisions, because their assets are invested along side their client's. The hwmix fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update