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3 Hotchkis and Wiley Mutual Funds for Reliable Returns
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Hotchkis and Wiley was founded in 1980. It is focused on investments using value-oriented strategies for initial investments. Hotchkis and Wiley mutual funds concentrate on developed stock market equities as well as on corporate and government bonds, and proprietary bottom-up research. It incorporates social responsibilities and corporate governance into its investment process. The management of the funds is conducted through a competent team of investment professionals who carry out unbiased evaluations of the companies in terms of their fundamentals as well as risk-bearing capability. Together these make it a good option for investment.
We have chosen three Hotchkis and Wiley mutual funds, Hotchkis & Wiley Global Value Fund (HWGAX - Free Report) , Hotchkis & Wiley Small Cap Value Fund (HWSCX - Free Report) and Hotchkis & Wiley High Yield (HWHAX - Free Report) , which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), 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 stronger performance and carry a lower fee.
Hotchkis & Wiley Global Value Fund 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 McBride has been the lead manager of HWGAX since Dec. 31, 2012. Most of the fund's holdings were in companies like F5, Inc. (4.7%), Telefonaktiebolaget LM Ericsson (3.5%) and Siemens Aktiengesellschaft (3.4%) as of Sept. 30, 2024.
HWGAX’s 3-year and 5-year annualized returns are 7% and 9%, respectively. HWGAX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.20%.
Hotchkis & Wiley Small Cap Value Fund 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.
George H. Davis has been the lead manager of HWSCX since Dec. 30, 2020. Most of the fund's holdings were in companies like F5, Inc. (7.7%), Stagwell Inc. (4.7%) and Novavax, Inc. (4.6%) as of Sept. 30, 2024.
HWSCX's 3-year and 5-year annualized returns are 7.7% and 10.7%, respectively. HWSCX has a Zacks Mutual Fund Rank #2. 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 High Yield 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 March 31, 2009. Most of the fund's holdings were in companies like Misc Bonds (63.7%), Cash (3%) and CCO Holdings, LLC (1.3%) as of Sept. 30, 2024.
HWHAX's 3-year and 5-year annualized returns are 2.9% and 3.6%, respectively. HWHAX has a Zacks Mutual Fund Rank #2. Its net expense ratio is 0.92%.
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3 Hotchkis and Wiley Mutual Funds for Reliable Returns
Hotchkis and Wiley was founded in 1980. It is focused on investments using value-oriented strategies for initial investments. Hotchkis and Wiley mutual funds concentrate on developed stock market equities as well as on corporate and government bonds, and proprietary bottom-up research. It incorporates social responsibilities and corporate governance into its investment process. The management of the funds is conducted through a competent team of investment professionals who carry out unbiased evaluations of the companies in terms of their fundamentals as well as risk-bearing capability. Together these make it a good option for investment.
We have chosen three Hotchkis and Wiley mutual funds, Hotchkis & Wiley Global Value Fund (HWGAX - Free Report) , Hotchkis & Wiley Small Cap Value Fund (HWSCX - Free Report) and Hotchkis & Wiley High Yield (HWHAX - Free Report) , which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), 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 stronger performance and carry a lower fee.
Hotchkis & Wiley Global Value Fund 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 McBride has been the lead manager of HWGAX since Dec. 31, 2012. Most of the fund's holdings were in companies like F5, Inc. (4.7%), Telefonaktiebolaget LM Ericsson (3.5%) and Siemens Aktiengesellschaft (3.4%) as of Sept. 30, 2024.
HWGAX’s 3-year and 5-year annualized returns are 7% and 9%, respectively. HWGAX has a Zacks Mutual Fund Rank #1. Its net expense ratio is 1.20%.
Hotchkis & Wiley Small Cap Value Fund 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.
George H. Davis has been the lead manager of HWSCX since Dec. 30, 2020. Most of the fund's holdings were in companies like F5, Inc. (7.7%), Stagwell Inc. (4.7%) and Novavax, Inc. (4.6%) as of Sept. 30, 2024.
HWSCX's 3-year and 5-year annualized returns are 7.7% and 10.7%, respectively. HWSCX has a Zacks Mutual Fund Rank #2. 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 High Yield 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 March 31, 2009. Most of the fund's holdings were in companies like Misc Bonds (63.7%), Cash (3%) and CCO Holdings, LLC (1.3%) as of Sept. 30, 2024.
HWHAX's 3-year and 5-year annualized returns are 2.9% and 3.6%, 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 >>