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Beacon

HWOHotchkis & Wiley Opportunities Fund

Grow my moneyDiversifierNewRanked #259 of 260 in this goal

Seeks capital appreciation.

Launched 2026

Annual Cost

—

#5,759 of 5,759 · expensive

Fund Size

—

#5,759 of 5,759 · small

Return (1Y)Goal

N/A

Track Record

0 month

#5,758 of 5,759 · young

Performance

Annualized total return

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Region

Global

Strategy

Active selection

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
N/A
Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

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 22, 2026

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Data updated on 2026-07-23