# Hotchkis & Wiley Value Mutual Funds Highlight Strong Multi-Year Returns and Low Fees

- URL: https://stocks.freetheai.org/news/hotchkis-wiley-value-mutual-funds-highlight-strong-multi-year-returns-and-low-5f686c
- Published: 2026-10-14T09:57:00Z
- Category: markets; sentiment: bullish; impact: low
- Symbols: [NASDAQ:HWMV](https://stocks.freetheai.org/symbols/NASDAQ-HWMV)
- Written by our AI from expert market sources across the web for FreeTheAI Stocks, built by Vibhek Soni
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Three value-oriented mutual funds managed by Hotchkis & Wiley Capital Management—the Small Cap Value Fund (HWSAX), HW Opportunities Fund (HOMPX), and Mid-Cap Value Fund (HWMAX)—have demonstrated consistent multi-year performance. Each portfolio holds a top fundamental rating within its category, supported by solid three-year and five-year annualized gains, initial investment thresholds under $5,000, and expense ratios below category averages. In recent market activity, the Hotchkis & Wiley Mid-Cap Value Fund ETF (NASDAQ:HWMV) traded up 1.00% to $25.07.

Hotchkis & Wiley relies on fundamental analysis to locate undervalued equities and debt instruments. Equity investments concentrate on businesses selling at discounts to intrinsic value, while fixed-income allocations focus on asset valuation, credit quality, and risk management to control default losses. The firm also integrates corporate governance and environmental criteria into its primary research. Among these strategies, HW Opportunities carries an expense ratio of 0.22% with 3-year and 5-year annualized returns of 15.1% and 11.8%. The Small Cap Value fund has returned 13.5% annualized over three years, while the Mid-Cap Value fund generated 14.3% over the same timeframe.

Investors tracking value strategies will want to follow changing market dynamics, fund holding adjustments, and ongoing leadership execution across market-capitalization segments. Future results will depend on how effectively management steers these strategies through evolving macroeconomic conditions.

## Key points

- Hotchkis & Wiley Small Cap Value Fund (HWSAX) achieved 3-year annualized returns of 13.5% and 5-year returns of 11.9% with a 1.22% expense ratio.
- HW Opportunities Fund (HOMPX) recorded 3-year annualized returns of 15.1% and 5-year returns of 11.8% alongside a 0.22% expense ratio.
- Hotchkis & Wiley Mid-Cap Value Fund (HWMAX) delivered 3-year annualized returns of 14.3% and 5-year returns of 12.9% with a 1.20% expense ratio.
- Hotchkis & Wiley incorporates environmental, social, and governance factors into its fundamental corporate research process.

## Questions and answers

### What are the returns for Hotchkis & Wiley Small Cap Value Fund?

Hotchkis & Wiley Small Cap Value Fund (HWSAX) posted 3-year annualized returns of 13.5% and 5-year annualized returns of 11.9%.

### What is the expense ratio for HW Opportunities Fund?

HW Opportunities Fund (HOMPX) carries a net expense ratio of 0.22%, which is significantly lower than its category average.

### How does Hotchkis & Wiley select investments for its funds?

Hotchkis & Wiley uses independent fundamental analysis to identify undervalued assets, evaluating corporate intrinsic value, credit risks, and ESG factors.