We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Established in 1980 by John Hotchkis and George Wiley, Hotchkis & Wiley provides a straightforward approach to investment. Emphasizing disciplined analysis, the company looks for stocks across different market sizes. As an independent firm mainly owned by its employees, Hotchkis & Wiley values enduring relationships with its clients based on trust and mutual achievements. Their dedication to value investing has led to impressive long-term performance records, positioning Hotchkis & Wiley mutual funds as an attractive option for investment.
Investing in Hotchkis & Wiley mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Hotchkis & Wiley mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Hotchkis & Wiley Small Cap Value Fund (HWSCX - Free Report) invests the majority of its assets and borrowings in equity securities of small-cap companies, which fall within the range of the Russell 2000 Index.
David E. Green has been the lead manager of HWSCX since Jun 30, 1997. Most of the fund's holdings were in companies like F5, Inc. (5.5%), Stagwell Inc. (4.6%) and Popular, Inc. (4%) as of Dec 31, 2023.
HWSCX's 3-year and 5-year annualized returns are 11.9% and 12.5%, respectively. HWSCX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.95%.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Hotchkis & Wiley Global Value Fund (HWGAX - Free Report) seeks to invest most of its net assets in companies around the world, including the United States. HWGAX advisors primarily invest in developed countries but may also invest in emerging markets.
Scott Rosenthal has been the lead manager of HWGAX since Dec 31, 2012. Most of the fund's holdings were in companies like Telefonaktiebolaget LMEricsson (4.9%), F5, Inc. (4%) and Elevance Health, Inc. (3.7%) as of Dec 31, 2023.
HWGAX’s 3-year and 5-year annualized returns are 9.8% and 11.2%, respectively. HWGAX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.20%.
Hotchkis & Wiley High Yield (HWHAX - Free Report) fund invests in a diversified portfolio of high-yield securities. HWHAX advisors also invest in foreign currencies.
Raymond G. Kennedy has been the lead manager of HWHAX since Mar 31, 2009. Most of the fund's holdings were in companies like Misc Bonds (60.4%), Other (3.4%) and Cash (3.3%) as of Dec 31, 2023.
HWHAX 's 3-year and 5-year annualized returns are 2.5% and 3.1%, respectively. HWHAX has a Zacks Mutual Fund Rank #2. Its net expense ratio is 0.92%.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
3 Hotchkis & Wiley Mutual Funds for Solid Returns
Established in 1980 by John Hotchkis and George Wiley, Hotchkis & Wiley provides a straightforward approach to investment. Emphasizing disciplined analysis, the company looks for stocks across different market sizes. As an independent firm mainly owned by its employees, Hotchkis & Wiley values enduring relationships with its clients based on trust and mutual achievements. Their dedication to value investing has led to impressive long-term performance records, positioning Hotchkis & Wiley mutual funds as an attractive option for investment.
Investing in Hotchkis & Wiley mutual funds seems to be judicious as of now. Also, mutual funds, in general, diversify portfolios without several commission charges that are mainly associated with stock purchases and trim transaction costs (read more: Mutual Funds: Advantages, Disadvantages, and How They Make Investors Money).
We have, thus, chosen three Hotchkis & Wiley mutual funds that investors should buy now for the long term. These funds possess a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), have positive three-year and five-year annualized returns, minimum initial investments within $5000, and expense ratios considerably lower than the category average. So, these funds have provided a comparatively strong performance along with lower fees.
Hotchkis & Wiley Small Cap Value Fund (HWSCX - Free Report) invests the majority of its assets and borrowings in equity securities of small-cap companies, which fall within the range of the Russell 2000 Index.
David E. Green has been the lead manager of HWSCX since Jun 30, 1997. Most of the fund's holdings were in companies like F5, Inc. (5.5%), Stagwell Inc. (4.6%) and Popular, Inc. (4%) as of Dec 31, 2023.
HWSCX's 3-year and 5-year annualized returns are 11.9% and 12.5%, respectively. HWSCX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.95%.
To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.
Hotchkis & Wiley Global Value Fund (HWGAX - Free Report) seeks to invest most of its net assets in companies around the world, including the United States. HWGAX advisors primarily invest in developed countries but may also invest in emerging markets.
Scott Rosenthal has been the lead manager of HWGAX since Dec 31, 2012. Most of the fund's holdings were in companies like Telefonaktiebolaget LMEricsson (4.9%), F5, Inc. (4%) and Elevance Health, Inc. (3.7%) as of Dec 31, 2023.
HWGAX’s 3-year and 5-year annualized returns are 9.8% and 11.2%, respectively. HWGAX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.20%.
Hotchkis & Wiley High Yield (HWHAX - Free Report) fund invests in a diversified portfolio of high-yield securities. HWHAX advisors also invest in foreign currencies.
Raymond G. Kennedy has been the lead manager of HWHAX since Mar 31, 2009. Most of the fund's holdings were in companies like Misc Bonds (60.4%), Other (3.4%) and Cash (3.3%) as of Dec 31, 2023.
HWHAX 's 3-year and 5-year annualized returns are 2.5% and 3.1%, respectively. HWHAX has a Zacks Mutual Fund Rank #2. Its net expense ratio is 0.92%.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>