HWLAX Mutual Fund

HWLAX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class A) is managed by Hotchkis & Wiley Funds with $131.2M in net assets. HWLAX expense ratio is 1.18%, holding 62 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 11.27%. HWLAX dividend yield stands at 7.03%, paid annually.

HWLAX top holdings include Apa Corp (4.9%), Workday, Inc., Class A (4.6%), F5 Networks Inc. (4.3%), Sold SGD Bought USD 20251104 (3.3%), Citigroup Inc. (3.1%). 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.