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HWSM
+1.72 · +6.49%
$28.18 · NASDAQ

Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM) ETF Analysis | Mid-Cap Value

Hotchkis & Wiley · USA
AUM:$2.6M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

HWSM returned +0.0% over the past year, broadly in line with flat market conditions.

What is HWSM?

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small to mid capitalization companies the fund"s advisor believes to be undervalued. The equity securities in which the fund may invest include common and preferred stocks.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
HWSM returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 11.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateMar 2025
Domicile–
Distribution–
Index–
ProviderHotchkis & Wiley
Beta–
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.3%
1Y
+19.1%
3Y
+30.6%
5Y
+30.6%
OpenBook InsightIf you had invested £10,000 in HWSM 5 years ago, it would have grown to £13,057 — a gain of £3,057.

Annual Returns

Calendar year performance

HWSM delivered positive returns in 2 of the last 2 calendar years.
YearHWSM
2026 YTD+15.9%
2025+11.5%
2/2 positive yearsAvg return: +13.7%Worst year: +11.5% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.6%
Low
Momentum
+2.3%
30-day change
Support Level
31.74
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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