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Hotchkis And Wiley Value Opportunities Fund Class C: (MF: HWACX)

(NASDAQ Mutual Funds) As of Oct 20, 2026 04:58 PM ET

$41.58 USD

+0.42 (1.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for HWACX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in December 2002 and is managed by Hotchkis and Wiley Capital Management, LLC. The fund seeks capital appreciation. The fund invests in a small number of small and mid-sized companies, including investing in IPOs in order to capitalized on investments that it considers to be undervalued. The fund may invest up to 20% of its assets in foreign securities. Dividends and capital gains (if any) are distributed annually.

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Hotchkis and Wiley Opportunities C HWACX NA NA 1.00 1.00 0.75 1.93

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Hotchkis and Wiley Value Opps A HWAAX 46.55 12/31/2002 0.68 12.22 17.06 11.55
Hotchkis and Wiley Value Opps I HWAIX 46.61 12/31/2002 0.98 12.50 17.34 11.82
Hotchkis and Wiley Value Opps C HWACX 41.58 8/29/2003 0.00 11.43 16.21 10.75

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Hotchkis and Wiley Opportunities C HWACX 2500 100 1000 A

Contact Information

Family Hotchkis & Wiley
Address 725 S. Figueroa St., 39th Fl
Los Angeles, CA 90017
Phone 800 796-5606