HWSM

Hotchkis & Wiley SMID Cap Diversified Value Fund

$32.35

3.86%
CategoryUS Mid Cap Blend
OverviewAI BriefPerformanceHoldingsScoresNews
Q-Score48/ 100
Net Assets$2.9M
P/E18.37
Dividend Yield1.13%
52-Week Range—
Expense Ratio0.55%
1Y Return+19.1%
Beta0.87
AI summary

Price & performance

1M+4.9%
3M-1.8%
YTD+14.5%
1Y+19.1%
52-week range—
Beta0.87
Full chart and returns against a benchmark

Q-Score

48/ 100

Quality against peers; 50 is the peer median.

Growth43
Risk51
Performance48
Valuation69
Profitability42
Leverage41
Sentiment40
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.55%
Net assets$2.9M
1-year return+19.1%
Top-10 coverage19.0%
Dividend yield1.13%
Concentration and breadth