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Hotchkis & Wiley Opportunities Fund
HWO performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 4, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +2.78% | |||||
| Flows | - | - | - | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Hotchkis & Wiley Capital Management |
| N° of holdings | 0 |
| Dividend policy | Distributing |
| Inception date | July 22, 2026 |
| ESG | No |
More data and info about HWO on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | ||||
Max drawdown | ||||
Max drawdown duration | N/A | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is HWO?
HWO is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Hotchkis & Wiley Capital Management.
What does HWO invest in?
This ETF provides exposure to Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of HWO?
The total expense ratio (TER) of HWO is 0.93%, representing the annual fee charged by the fund manager.
When was HWO launched?
HWO was launched on July 22, 2026, marking its entry into the ETF market.
Who is the issuer of HWO?
HWO is issued by Hotchkis & Wiley Capital Management.
What is the AUM of HWO?
As of September 4, 2026, HWO manages $0.55 M, reflecting the total assets held in the fund.
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