- What are the top holdings of HWSM?
- Hotchkis & Wiley SMID Cap Diversified Value Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HWSM have?
- HWSM holds — positions as reported by the fund's most recent disclosure.
- What sectors does HWSM invest in?
- Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HWSM most exposed to?
- HWSM's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HWSM a US-only fund?
- The country allocation card on this page shows HWSM's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HWSM invest in?
- The Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is an exchange-traded fund (ETF) managed by Hotchkis & Wiley Capital Management, LLC. Established on March 31, 2025, this fund aims to invest in undervalued companies across the small-to-mid-capitalization spectrum. Specifically, it targets businesses with market values similar to those included in the Russell 2000 Index and the Russell Midcap Index. The portfolio is constructed through a diligent, bottom-up security selection process, driven by thorough fundamental analysis.
