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Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

Mid-Cap Value | Exchange Traded Fund | NasdaqGM
31.78 USD -0.04 (-0.116%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 31.78

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★☆☆☆
Hot Take | Aug. 22, 2026, 2:57 a.m. EDT

The fund is currently trading near its 52-week high of $32.36, suggesting recent strength, yet the underlying data reveals a lack of historical depth. With zero years of price history available in the trajectory window, it is impossible to assess a multi-year trend or confirm sustained growth; consequently, the long-term outlook remains neutral despite the current premium valuation relative to the 200-day average. The recent price action shows minor volatility within a tight range, offering no clear directional edge for a high-conviction short-term trade, while the statistical forecast model hints at a slight downside bias over the next 45 days, reinforcing the neutral stance. On the income side, the dividend yield of 1.15% is modest and appears disconnected from the current price level given the single recent payout, failing to provide a meaningful buffer against the valuation premium.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.031261
AutoARIMA0.033611
AutoETS0.034590
AutoTheta0.036171

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 56%
H-stat 10.64
Ljung-Box p 0.000
Jarque-Bera p 0.186
Excess Kurtosis -1.24
Attribute Value
Trailing P/E 15.63

Dividend Data

Dividend History
Date Dividend Yield %
2025-12-03 0.362 1.347729
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 1.15

Info Dump

Attribute Value
All Time High 32.361
All Time Low 20.83
Ask 32.39
Ask Size 8
Average Daily Volume10 Day 120
Average Daily Volume3 Month 161
Average Volume 161
Average Volume10Days 120
Beta3 Year 0.0
Bid 32.06
Bid Size 8
Category Mid-Cap Value
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 31.7831
Day Low 31.7831
Dividend Yield 1.15
Eps Trailing Twelve Months 2.034085
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 31.3395
Fifty Day Average Change 0.4435997
Fifty Day Average Change Percent 0.014154651
Fifty Two Week Change Percent 18.36803
Fifty Two Week High 32.361
Fifty Two Week High Change -0.57789993
Fifty Two Week High Change Percent -0.017857913
Fifty Two Week Low 25.491
Fifty Two Week Low Change 6.292101
Fifty Two Week Low Change Percent 0.24683619
Fifty Two Week Range 25.491 - 32.361
First Trade Date Milliseconds 1,743,427,800,000
Full Exchange Name NasdaqGM
Fullday Change 0.0
Fullday Change Percent 0.0
Fullday Price 31.7831
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 31.848
Net Assets 2,825,118.0
Net Expense Ratio 0.55
Open 31.7831
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 31.7831
Post Market Time 1,787,947,453
Previous Close 31.82
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.036899567
Regular Market Change Percent -0.115963444
Regular Market Day High 31.7831
Regular Market Day Low 31.7831
Regular Market Day Range 31.7831 - 31.7831
Regular Market Open 31.7831
Regular Market Previous Close 31.82
Regular Market Price 31.7831
Regular Market Time 1,787,947,200
Regular Market Volume 39
Short Name Hotchkis & Wiley SMID Cap Diver
Source Interval 15
Symbol HWSM
Total Assets 2,825,118
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 15.625257
Trailing Peg Ratio None
Trailing Three Month Nav Returns 8.10898
Trailing Three Month Returns 8.10898
Triggerable 1
Two Hundred Day Average 28.97892
Two Hundred Day Average Change 2.8041801
Two Hundred Day Average Change Percent 0.0967662
Type Disp ETF
Volume 39
Yield 0.0115
Ytd Return 15.71955