HWLAX Mutual Fund
HWLAX Mutual Fund
NAV$52.70
AUM$130M
TER1.18%
Holdings61
See how much of HWLAX you already own
HWLAX Mutual Fund
NAV$52.70
Hotchkis & Wiley Large Cap Fundamental Value Fund Class A
AUM$130M
TER1.18%
Holdings61
See how much of HWLAX you already own
HWLAX Mutual Fund Overlap Analysis
HWLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HWLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, HWLAX may share significant positions with broad-market funds.
HWLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HWLAX tax-loss harvesting finds highly correlated but non-identical funds.