HWLAX Mutual Fund
HWLAX Mutual Fund
HWLAX Mutual Fund
Hotchkis & Wiley Large Cap Fundamental Value Fund Class A
HWLAX Mutual Fund Overview
HWLAX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class A) is managed by Hotchkis & Wiley Funds with $124.7M in net assets. HWLAX expense ratio is 1.19%, holding 63 positions across sectors including Financials, Information Technology, Energy. Inception date: 2001-10-26.
HWLAX performance shows a YTD return of 8.69%. The 1-year return is 14.36% and the 5-year return is 12.01%. HWLAX dividend yield stands at 1.35%.
HWLAX top holdings include Workday, Inc., Class A (6.0%), Apa Corp (4.1%), American International Gr (3.2%), Ge Healthcare Technologies Inc (3.0%), Elevance Health Inc (2.7%). Go to all HWLAX holdings, HWLAX sectors, or HWLAX dividends.
HWLAX can be compared against other funds. Use HWLAX overlap to find shared positions, or HWLAX vs another fund for a side-by-side view. HWLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.