Hotchkis Financials
| HWSAX Fund | USD 78.17 0.41 0.53% |
Hotchkis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Hotchkis Fund Summary
Hotchkis competes with Vanguard Small, SCOR PK, Morningstar Unconstrained, Thrivent High, and Via Renewables. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of small capitalization companies. Hotchkis Wiley Capital Management, LLC currently considers small cap companies to be those with market capitalizations like those found in the Russell 2000 Index.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US44134R3057 |
| Business Address | Hotchkis Wiley Funds |
| Mutual Fund Family | Hotchkis & Wiley |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 493 8637 |
| Currency | USD - US Dollar |
Hotchkis Key Financial Ratios
Hotchkis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hotchkis's current stock value. Our valuation model uses many indicators to compare Hotchkis value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hotchkis competition to find correlations between indicators driving Hotchkis's intrinsic value. More Info.Hotchkis And Wiley is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Hotchkis And Wiley is roughly 13.24 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hotchkis' earnings, one of the primary drivers of an investment's value.Hotchkis And Wiley Systematic Risk
Hotchkis' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Hotchkis volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Hotchkis And Wiley correlated with the market. If Beta is less than 0 Hotchkis generally moves in the opposite direction as compared to the market. If Hotchkis Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Hotchkis And Wiley is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Hotchkis is generally in the same direction as the market. If Beta > 1 Hotchkis moves generally in the same direction as, but more than the movement of the benchmark.
Hotchkis December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Hotchkis help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Hotchkis And Wiley. We use our internally-developed statistical techniques to arrive at the intrinsic value of Hotchkis And Wiley based on widely used predictive technical indicators. In general, we focus on analyzing Hotchkis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Hotchkis's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.53 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 12.92 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 1.69 |
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis security.
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