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 $129.5M in net assets. HWLAX expense ratio is 1.18%, holding 61 positions across sectors including Financials, Information Technology, Energy. Inception date: 2001-10-26.
HWLAX performance shows a YTD return of 10.31%. The 1-year return is 25.03% and the 5-year return is 11.28%. HWLAX dividend yield stands at 6.69%, paid annually.
HWLAX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (6.3%), Workday, Inc., Class A (4.8%), Sap Se, Sponsored Adr (4.2%), Apa Corp (3.7%), F5 Networks Inc. (3.4%). 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.