HWLAX Mutual Fund Analysis & Holdings | MarketXLS

HWLAX Mutual Fund

NAV$51.49

AUM$128M

TER1.18%

Holdings62

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HWLAX Mutual Fund

NAV$51.49

Hotchkis & Wiley Large Cap Fundamental Value Fund Class A

AUM$128M

TER1.18%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare HWLAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings HWLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 62 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.