HWCAX Mutual Fund

HWCAX Mutual Fund (Hotchkis and Wiley Large Cap Disciplined Value Fund Class A) is managed by Hotchkis & Wiley Funds with $42.1M in net assets. HWCAX expense ratio is 1.06%, holding 71 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-08-30.

HWCAX performance shows a YTD return of 11.14%. The 1-year return is 24.79% and the 5-year return is 12.04%. HWCAX dividend yield stands at 9.78%, paid annually.

HWCAX top holdings include Workday, Inc., Class A (4.8%), Metropolitan Wtr Dist Southn C 2.5 07/01/2027 (3.5%), Apa Corp (3.4%), American International Gr (2.9%), F5 Networks Inc. (2.9%). Go to all HWCAX holdings, HWCAX sectors, or HWCAX dividends.

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