| Browse All

Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

Mid-Cap Value | Exchange Traded Fund | NasdaqGM
28.96 USD +1.49 (5.418%) ⇧ (April 17, 2026, 4 p.m. EDT)

Short-term: ★★☆☆☆ | Long-term: ★★★☆☆ | Dividends: ★★★★☆
Hot Take | April 11, 2026, 1:22 p.m. EDT

HWSM shows a relatively stable price movement in the short term, with recent prices hovering around the 27.50 range. However, the short-term forecasting model suggests a slight downward trend, which may indicate a potential dip. The fund's dividend yield is strong at 1.32%, suggesting a reliable income stream, but the limited dividend history over the past five years indicates a need for further validation. For long-term investors, the fund's fundamentals appear solid, with a trailing P/E ratio of 14.45, which is reasonable, and the recent price movement shows resilience. Overall, it could be a good opportunity for long-term holding, but short-term traders should exercise caution due to the slight negative forecast.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.025646
AutoETS0.025778
AutoARIMA0.025895
AutoTheta0.029020

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 75%
H-stat 1.14
Ljung-Box p 0.000
Jarque-Bera p 0.151
Excess Kurtosis -1.35
Attribute Value
Trailing P/E 14.86

Dividend Data

Dividend History
Date Dividend Yield %
2025-12-03 0.362 1.347729
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 1.32

Info Dump

Attribute Value
All Time High 29.451
All Time Low 20.83
Ask 28.98
Ask Size 8
Average Daily Volume10 Day 180
Average Daily Volume3 Month 166
Average Volume 166
Average Volume10Days 180
Beta3 Year 0.0
Bid 28.95
Bid Size 8
Category Mid-Cap Value
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 29.05
Day Low 28.9584
Dividend Yield 1.32
Eps Trailing Twelve Months 1.9482199
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 28.11224
Fifty Day Average Change 0.8461609
Fifty Day Average Change Percent 0.030099377
Fifty Two Week Change Percent 32.25851
Fifty Two Week High 29.451
Fifty Two Week High Change -0.4925995
Fifty Two Week High Change Percent -0.01672607
Fifty Two Week Low 21.895
Fifty Two Week Low Change 7.0634003
Fifty Two Week Low Change Percent 0.32260334
Fifty Two Week Range 21.895 - 29.451
First Trade Date Milliseconds 1,743,427,800,000
Full Exchange Name NasdaqGM
Fund Family Hotchkis & Wiley
Fund Inception Date 1,743,120,000
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Ipo Expected Date 2,025-03-31
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary 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. The fund may invest in foreign (non-U.S.) securities.
Long Name Hotchkis & Wiley SMID Cap Diversified Value Fund
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_1932376724
Nav Price 28.9502
Net Assets 2,460,563.0
Net Expense Ratio 0.55
Open 29.05
Previous Close 27.47
Price Hint 2
Quote Source Name Delayed Quote
Quote Type ETF
Region US
Regular Market Change 1.4884014
Regular Market Change Percent 5.4182796
Regular Market Day High 29.05
Regular Market Day Low 28.9584
Regular Market Day Range 28.9584 - 29.05
Regular Market Open 29.05
Regular Market Previous Close 27.47
Regular Market Price 28.9584
Regular Market Time 1,776,456,000
Regular Market Volume 528
Short Name Hotchkis & Wiley SMID Cap Diver
Source Interval 15
Symbol HWSM
Total Assets 2,460,563
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 14.864031
Trailing Peg Ratio None
Trailing Three Month Nav Returns 0.78706
Trailing Three Month Returns 0.78706
Triggerable 1
Two Hundred Day Average 27.120855
Two Hundred Day Average Change 1.8375454
Two Hundred Day Average Change Percent 0.06775396
Type Disp ETF
Volume 528
Yield 0.013200001
Ytd Return 0.78706