HWLIX Mutual Fund
HWLIX Mutual Fund
HWLIX Mutual Fund
Hotchkis & Wiley Large Cap Fundamental Value Fund Class I
HWLIX Mutual Fund Overview
HWLIX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class I) is managed by Hotchkis & Wiley Funds with $246.2M in net assets. HWLIX expense ratio is 0.95%, holding 61 positions across sectors including Financials, Information Technology, Energy. Inception date: 1987-06-24.
HWLIX performance shows a YTD return of 10.45%. The 1-year return is 25.31% and the 5-year return is 11.54%. HWLIX dividend yield stands at 7.29%, paid annually.
HWLIX top holdings include Brk: Goldman Ref: Colgate Palmolive Co Cmn (6.3%), Workday Inc (4.8%), Sap Se-Spons Adr (4.2%), Apa Corp (3.7%), F5 Inc (3.4%). Go to all HWLIX holdings, HWLIX sectors, or HWLIX dividends.
HWLIX can be compared against other funds. Use HWLIX overlap to find shared positions, or HWLIX vs another fund for a side-by-side view. HWLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.