HWLIX Mutual Fund
HWLIX Mutual Fund
HWLIX Mutual Fund
Hotchkis & Wiley Large Cap Fundamental Value Fund Class I
HWLIX Mutual Fund Overview
HWLIX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class I) is managed by Hotchkis & Wiley Funds with $133.7M in net assets. HWLIX expense ratio is 0.97%, holding 63 positions across sectors including Financials, Information Technology, Energy. Inception date: 1987-06-24.
HWLIX performance shows a YTD return of 8.89%. The 1-year return is 14.62% and the 5-year return is 12.27%. HWLIX dividend yield stands at 1.66%.
HWLIX 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 HWLIX holdings, HWLIX sectors, or HWLIX dividends.
HWLIX can be compared against other funds. Use HWLIX overlap to find shared positions, or HWLIX vs another fund for a side-by-side view. HWLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.