Hotchkis & Wiley Mutual Funds List
Here you can find all mutual funds issued by Hotchkis & Wiley and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 12
- Avg. Expense Ratio
- 0.86%
- Avg. 1 Year Return
- 19.89%
- Avg. 5 Year Return
- 10.58%
- Median Risk/Return Score
- 45 / 100
Hotchkis & Wiley Mutual Funds List
12 results
Explore top Hotchkis & Wiley Mutual Fund Categories and Asset Classes
Hotchkis & Wiley Equity Mutual fundsHotchkis & Wiley Bond Mutual fundsHotchkis & Wiley Large Cap Value Equities Mutual fundsHotchkis & Wiley Small Cap Value Equities Mutual fundsHotchkis & Wiley Mid Cap Value Equities Mutual fundsHotchkis & Wiley Foreign Large Cap Equities Mutual fundsHotchkis & Wiley Foreign Small & Mid Cap Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Hotchkis & Wiley Mutual funds by Risk/Return Score
The top Hotchkis & Wiley Mutual funds by PortfoliosLab Risk/Return Score are HWLIX (61) and HWNIX (56).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Hotchkis & Wiley Large Cap Value Fund | 61 | — | Jun 1987 | |
| Hotchkis & Wiley International Value Fund | 56 | — | Dec 2015 | |
| Hotchkis & Wiley Diversified Value Fund | 55 | — | Aug 2004 | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | 49 | — | Jun 2014 | |
| Hotchkis & Wiley Mid-Cap Value Fund | 48 | — | Jan 1997 |
Best-Performing Hotchkis & Wiley Mutual funds Over 5 Years
The top Hotchkis & Wiley Mutual funds is HWNIX (15.07%).
Across the lineup, Hotchkis & Wiley Mutual funds show an average 1-year return of 19.89% and an average 5-year return of 10.58%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Hotchkis & Wiley International Value Fund | 15.07% | — | Dec 2015 | |
| Hotchkis & Wiley Global Value Fund | 11.82% | — | Dec 2012 | |
| Hotchkis & Wiley Value Opportunities Fund | 11.74% | — | Dec 2002 | |
| Hotchkis & Wiley Diversified Value Fund | 11.45% | — | Aug 2004 | |
| HW Opportunities MP Fund | 11.28% | — | Jan 2021 |
Lowest-Cost Hotchkis & Wiley Mutual funds
The top Hotchkis & Wiley Mutual funds is HWHIX (0.70%).
With an average expense ratio of 0.86%, Hotchkis & Wiley Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Hotchkis & Wiley High Yield Fund | 0.70% | — | Mar 2009 | |
| Hotchkis & Wiley Small Cap Diversified Value Fund | 0.80% | — | Jun 2014 | |
| Hotchkis & Wiley Diversified Value Fund | 0.80% | — | Aug 2004 | |
| Hotchkis & Wiley Value Opportunities Fund | 0.94% | — | Dec 2002 | |
| Hotchkis & Wiley Large Cap Value Fund | 0.95% | — | Jun 1987 |
Highest-Yield Hotchkis & Wiley Mutual funds
The top Hotchkis & Wiley Mutual funds is HWNIX (24.56%).
Across the lineup, Hotchkis & Wiley Mutual funds show an average dividend yield of 7.74%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Hotchkis & Wiley International Value Fund | 24.56% | — | Dec 2015 | |
| Hotchkis & Wiley Global Value Fund | 18.83% | — | Dec 2012 | |
| Hotchkis & Wiley International Small Cap Diversifi... | 12.57% | — | Jun 2020 | |
| Hotchkis & Wiley Diversified Value Fund | 10.22% | — | Aug 2004 | |
| Hotchkis & Wiley Large Cap Value Fund | 7.44% | — | Jun 1987 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
HWAIX vs. EFVHWAIX vs. IPFPXHWAIX vs. SCHDHWAIX vs. VTVHWAIX vs. VEAHWHIX vs. PTRBHWHIX vs. HYGHWHIX vs. BSIIXHWHIX vs. PTRQXHWHIX vs. BAGIXHWVIX vs. VTSNXHWVIX vs. AVUVHWVIX vs. HWNIXHWVIX vs. HOMPXHWVIX vs. BOSVXHWSIX vs. AVALXHWSIX vs. AVUVHWSIX vs. IWMHWSIX vs. HOMPXHWSIX vs. JESVXHWMIX vs. DCINXHWMIX vs. HWNIXHWMIX vs. MYISXHWMIX vs. KMDIXHWMIX vs. VVOIXHWSAX vs. VINIXHWSAX vs. HOMPXHWSAX vs. JSIVXHWSAX vs. SCYVXHWSAX vs. SSCVXHWLIX vs. AVLVHWLIX vs. HWNIXHWLIX vs. VOOVHWLIX vs. HOMPXHWLIX vs. SMVLXHWGIX vs. HWNIXHWGIX vs. ARTHXHWGIX vs. HOMPXHWGIX vs. GAOAXHWGIX vs. CAEIXHWTIX vs. HWNIXHWTIX vs. AVDVHWTIX vs. ALOIXHWTIX vs. HOMPXHWTIX vs. DFVQXHWCIX vs. HOMPXHWCIX vs. HWNIXHWCIX vs. BUFBXHWCIX vs. LEXCXHWCIX vs. SWLVX