HWCIX Mutual Fund

HWCIX Mutual Fund (Hotchkis and Wiley Large Cap Disciplined Value Fund Class I) is managed by Hotchkis & Wiley Funds with $48.3M in net assets. HWCIX expense ratio is 0.80%, holding 71 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-08-30.

HWCIX performance shows a YTD return of 11.31%. The 1-year return is 25.14% and the 5-year return is 12.32%. HWCIX dividend yield stands at 9.94%, paid annually.

HWCIX top holdings include Workday, Inc., Class A (4.8%), Jefferson Sales Tax District 5 12/01/2042 (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.