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Hotchkis & Wiley SMID Cap Diversified Value Fund (HWSM)

Mid-Cap Value | Exchange Traded Fund | NasdaqGM
30.99 USD +0.94 (3.137%) ⇧ (July 13, 2026, 4 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★☆☆☆
Hot Take | July 11, 2026, 3:47 a.m. EDT

The fund is currently trading near its 52-week high, showing a distinct upward bias against its 50-day and 200-day moving averages, which suggests a temporary technical uptrend. However, the underlying business quality is difficult to assess because the available price history covers only a single day, preventing any evaluation of multi-year growth trends or structural resilience. Consequently, while the immediate technical setup looks neutral-to-slightly-positive, there is no evidence of a durable competitive advantage or sustained revenue expansion to justify a higher long-term rating. The income component offers a modest yield, but given the lack of historical data to verify payout consistency or growth in earnings, it cannot be classified as a strong or reliable income generator.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.027804
AutoARIMA0.028808
AutoETS0.029004
AutoTheta0.029340

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 52%
H-stat 66.82
Ljung-Box p 0.000
Jarque-Bera p 0.188
Excess Kurtosis -1.33
Attribute Value
Trailing P/E 15.45

Dividend Data

Dividend History
Date Dividend Yield %
2025-12-03 0.362 1.347729
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 1.18

Info Dump

Attribute Value
All Time High 30.926
All Time Low 20.83
Ask 31.02
Ask Size 8
Average Daily Volume10 Day 100
Average Daily Volume3 Month 221
Average Volume 221
Average Volume10Days 100
Beta3 Year 0.0
Bid 30.97
Bid Size 8
Category Mid-Cap Value
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 30.9926
Day Low 30.9926
Dividend Yield 1.18
Eps Trailing Twelve Months 2.0056937
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 29.75748
Fifty Day Average Change 1.2351189
Fifty Day Average Change Percent 0.041506164
Fifty Two Week Change Percent 20.156967
Fifty Two Week High 30.9926
Fifty Two Week High Change 0.0
Fifty Two Week High Change Percent 0.0
Fifty Two Week Low 24.999
Fifty Two Week Low Change 5.993599
Fifty Two Week Low Change Percent 0.23975354
Fifty Two Week Range 24.999 - 30.9926
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 PRE
Max Age 86,400
Message Board Id finmb_1932376724
Nav Price 30.9233
Net Assets 2,751,710.0
Net Expense Ratio 0.55
Open 30.9926
Previous Close 30.05
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change 0.94260025
Regular Market Change Percent 3.136773
Regular Market Day High 30.9926
Regular Market Day Low 30.9926
Regular Market Day Range 30.9926 - 30.9926
Regular Market Open 30.9926
Regular Market Previous Close 30.05
Regular Market Price 30.9926
Regular Market Time 1,783,972,800
Regular Market Volume 6
Short Name Hotchkis & Wiley SMID Cap Diver
Source Interval 15
Symbol HWSM
Total Assets 2,751,710
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 15.45231
Trailing Peg Ratio None
Trailing Three Month Nav Returns 11.83265
Trailing Three Month Returns 11.83265
Triggerable 1
Two Hundred Day Average 28.098305
Two Hundred Day Average Change 2.8942947
Two Hundred Day Average Change Percent 0.10300603
Type Disp ETF
Volume 6
Yield 0.0117999995
Ytd Return 12.71285