Hotchkis Mutual Fund Quote

HWNIX
 Fund
  

USD 9.04  0.04  0.44%   

Market Performance
0 of 100
Odds Of Distress
Less than 44
Hotchkis Wiley is trading at 9.04 as of the 2nd of October 2022; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 9.0. Hotchkis Wiley has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Hotchkis Wiley International are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of July 2022 and ending today, the 2nd of October 2022. Click here to learn more.
The fund invests primarily in non-U.S. companies, which may include companies located or operating in developed or emerging markets. Hotchkis Wiley is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley International

Moving together with Hotchkis Wiley

+0.8JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

Hotchkis Wiley Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hotchkis Wiley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hotchkis Wiley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Hotchkis Wiley Inter generated a negative expected return over the last 90 days
The fund generated three year return of -10.0%
Hotchkis Wiley Inter retains 99.47% of its assets under management (AUM) in equities
Thematic IdeaLarge Value (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Hotchkis Wiley's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Beta In Three Year1.47
Startdate31st of December 2015
Hotchkis Wiley International [HWNIX] is traded in USA and was established 2nd of October 2022. The fund is listed under Foreign Large Value category and is part of Hotchkis & Wiley family. The entity is thematically classified as Large Value. Hotchkis Wiley Inter currently has accumulated 2.61 M in assets under management (AUM) with minimum initial investment of 250 K. , while the total return for the last 3 years was -10.11%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hotchkis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hotchkis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hotchkis Wiley International Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hotchkis Wiley International Constituents

Hotchkis Wiley Target Price Odds Analysis

Based on a normal probability distribution, the odds of Hotchkis Wiley jumping above the current price in 90 days from now is close to 99%. The Hotchkis Wiley International probability density function shows the probability of Hotchkis Wiley mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Hotchkis Wiley has a beta of 0.9811. This usually indicates Hotchkis Wiley International market returns are sensitive to returns on the market. As the market goes up or down, Hotchkis Wiley is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Hotchkis Wiley Inter is significantly underperforming DOW.
  Odds Below 9.04HorizonTargetOdds Above 9.04
0.59%90 days
 9.04 
99.40%
Based on a normal probability distribution, the odds of Hotchkis Wiley to move above the current price in 90 days from now is close to 99 (This Hotchkis Wiley International probability density function shows the probability of Hotchkis Mutual Fund to fall within a particular range of prices over 90 days) .

Hotchkis Wiley Inter Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hotchkis Wiley market risk premium is the additional return an investor will receive from holding Hotchkis Wiley long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hotchkis Wiley. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hotchkis Wiley's alpha and beta are two of the key measurements used to evaluate Hotchkis Wiley's performance over the market, the standard measures of volatility play an important role as well.

Hotchkis Wiley Against Markets

Picking the right benchmark for Hotchkis Wiley mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hotchkis Wiley mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hotchkis Wiley is critical whether you are bullish or bearish towards Hotchkis Wiley International at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Hotchkis Wiley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Competition Analyzer Now

   

Competition Analyzer

Analyze and compare many basic indicators for a group of related or unrelated entities
All  Next Launch Module

Invested in Hotchkis Wiley International?

The danger of trading Hotchkis Wiley International is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hotchkis Wiley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hotchkis Wiley. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hotchkis Wiley Inter is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please check Risk vs Return Analysis. You can also try Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

Complementary Tools for analysis

When running Hotchkis Wiley Inter price analysis, check to measure Hotchkis Wiley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hotchkis Wiley is operating at the current time. Most of Hotchkis Wiley's value examination focuses on studying past and present price action to predict the probability of Hotchkis Wiley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Hotchkis Wiley's price. Additionally, you may evaluate how the addition of Hotchkis Wiley to your portfolios can decrease your overall portfolio volatility.
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Go
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Go
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Go
Please note, there is a significant difference between Hotchkis Wiley's value and its price as these two are different measures arrived at by different means. Investors typically determine Hotchkis Wiley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hotchkis Wiley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.