Hotchkis and Wiley Small Cap Value FundHWSZX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$653.2M
Expense ratio
0.89%
1-year return
+19.0%
3 years, a year
+10.5%
5 years, a year
+9.8%
Holdings
60
What it aims to do.
The Fund seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| FFIV F5 Inc | 5.28% |
| STGW Stagwell Inc | 5.05% |
| OLN Olin Corp | 5.03% |
| SLM SLM Corp | 4.00% |
| WK Workiva Inc | 3.96% |
| MUR Murphy Oil Corp | 3.71% |
| AVT Avnet Inc | 3.64% |
| UHAL-B U-Haul Holding Co | 3.58% |
| First American Government Obli | 3.57% |
| APA APA Corp | 3.16% |
More on HWSZX.
- HWSZX overview
- HWSZX holdings
- HWSZX risk
- HWSZX costs
- HWSZX money in and out
- HWSZX share classes
- Compare HWSZX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.