HWOHotchkis & Wiley Opportunities Fund
Seeks capital appreciation.
By Hotchkis & Wiley · Launched 2026
Annual Cost
0.90%
#4,869 of 6,033 · expensive
Fund Size
$980M
#1,190 of 6,033 · large
Return (1Y)
N/A
Track Record
2 months
#5,915 of 6,033 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,965+9.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 44.5% of fundmoderately concentrated
Workday Inc
9.5%
Ericsson
6.0%
Mount Vernon Liquid Assets Portfolio, LLC
5.2%
F5 Inc
3.9%
Olin Corp
3.8%
Fuso Chemical Co Ltd
3.7%
APA Corp
3.5%
Stagwell Inc
3.4%
SLM Corp
3.0%
Elevance Health Inc
2.7%
Asset allocation
Stocks
98.0%
Cash
1.5%
Preferred
0.2%
Bonds
0.2%
Other
0.2%
By sector
Technology
30.4%
Energy
12.7%
Industrials
10.0%
Financial Services
9.7%
Basic Materials
9.1%
Healthcare
8.2%
Communication
7.7%
Consumer Cyclical
5.3%
Other
7.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-3.1%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
5.6 years
Credit ratings
AA
99.9%
Other
0.1%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests in equity securities, including common, preferred, and convertible stocks, and both investment grade and high yield fixed income securities. The Advisor selects companies with strong capital appreciation potential and may invest in foreign securities, including ADRs and GDRs.
- Inception date
- July 21, 2026
- Fund family
- Hotchkis & Wiley
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Data updated on 2026-09-16