HWSM Stock: Hotchkis & Wiley SMID Cap Diversified Value Fund Stock Price, Analysis & Insights
Get live HWSM stock price $30.11, comprehensive Hotchkis & Wiley SMID Cap Diversified Value Fund stock analysis, charts, news, and expert forecast. Real-time HWSM stock data and investment insights.
Loading chart data...
Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) Overview
Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HWSM trades at $30.11 with a market capitalization of 2.65M . Over the past 52 weeks, HWSM has traded between $24.40 and $30.24 , with the current price positioned at approximately 98% of thi...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 2.65M
- Current price: $30.11
- 52-week range: $24.40 - $30.24
- P/E ratio: 14.74
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Valuation metrics suggest potential value opportunity (P/E: 14.7)
✓ Lower volatility stock (Beta: 0.68) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Hotchkis & Wiley SMID Cap Diversified Value Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Hotchkis & Wiley SMID Cap Diversified Value Fund
- ⚠Investors should consider how Hotchkis & Wiley SMID Cap Diversified Value Fund fits within their overall portfolio allocation
- ⚠Valuation metrics suggest potential, but require fundamental analysis
Market Cap
2.65M
P/E Ratio (TTM)
14.74
Beta
0.68
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare HWSM with peer companies:
- Price
- $23.52-1.20% (1D)
- Market cap
- 2.35M
- Price
- $14.57-1.16% (1D)
- Market cap
- 845.26K
- Price
- $12.30+1.40% (1D)
- Market cap
- 3.81M
- Price
- $12.40+0.00% (1D)
- Market cap
- 1.60M
- Price
- $28.45+0.24% (1D)
- Market cap
- 1.52M
- Price
- $20.01-4.55% (1D)
- Market cap
- 1.18M
- Price
- $50.23-0.01% (1D)
- Market cap
- 2.57M
- Price
- $4.56+0.00% (1D)
- Market cap
- 2.86M
- Price
- $31.48+1.54% (1D)
- Market cap
- 2.28M
- Price
- $36.26+0.29% (1D)
- Market cap
- 1.76M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
79/100 ⭐⭐⭐⭐⭐
- Overall
- -0.3%
- NYSE
- -0.0%
- NASDAQ
- -0.6%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Healthcare | +1.1% | -1.3% | +2.0% | 30.6 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.3% | +1.2% | +1.2% | 19.2 | 79/100⭐⭐⭐⭐⭐ |
| Industrials | +0.8% | -4.3% | +1.4% | 42.1 | 72/100⭐⭐⭐⭐⭐ |
| Energy | -0.6% | -6.5% | +1.2% | 37.0 | 68/100⭐⭐⭐⭐ |
| Communication Services | -1.5% | -3.1% | -0.2% | 21.5 | 62/100⭐⭐⭐⭐ |
| Technology | +0.1% | -6.8% | +0.9% | 49.5 | 48/100⭐⭐⭐ |
| Basic Materials | +0.1% | -4.0% | -1.5% | 26.9 | 42/100⭐⭐⭐ |
| Real Estate | -0.2% | -1.1% | -1.2% | 49.6 | 31/100⭐⭐ |
| Utilities | +0.9% | -4.0% | -5.7% | 25.6 | 24/100⭐ |
| Consumer Defensive | -0.2% | +2.1% | -2.4% | 31.2 | 22/100⭐ |
| Consumer Cyclical | -0.4% | -3.4% | -2.3% | 52.7 | 14/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score: 70% 1M momentum percentile + 30% valuation percentile (lower P/E ranks higher), shown as 0–100 with stars. Data as of 2026-06-11.