HWCIX Mutual Fund

HWCIX Mutual Fund (Hotchkis and Wiley Large Cap Disciplined Value Fund Class I) is managed by Hotchkis & Wiley Funds with $44.6M in net assets. HWCIX expense ratio is 0.81%, holding 73 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-08-30.

HWCIX performance shows a YTD return of 17.42%. The 1-year return is 25.17% and the 5-year return is 13.15%. HWCIX dividend yield stands at 9.42%, paid annually.

HWCIX top holdings include Workday, Inc., Class A (4.8%), Mount Vernon Liquid Assets Portfolio, Llc (3.5%), APA Corp. (3.4%), American International Gr (2.9%), F5 Networks Inc. (2.9%). Go to all HWCIX holdings, HWCIX sectors, or HWCIX dividends.

HWCIX can be compared against other funds. Use HWCIX overlap to find shared positions, or HWCIX vs another fund for a side-by-side view. HWCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.