HWLZX Mutual Fund
HWLZX Mutual Fund
HWLZX Mutual Fund
Hotchkis & Wiley Large Cap Fundamental Value Fund Class Z
HWLZX Mutual Fund Overview
HWLZX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $12.5M in net assets. HWLZX expense ratio is 0.85%, holding 61 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-30.
HWLZX performance shows a YTD return of 10.51%. The 1-year return is 25.42% and the 5-year return is 11.65%. HWLZX dividend yield stands at 7.10%, paid annually.
HWLZX 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 HWLZX holdings, HWLZX sectors, or HWLZX dividends.
HWLZX can be compared against other funds. Use HWLZX overlap to find shared positions, or HWLZX vs another fund for a side-by-side view. HWLZX alternatives are available via the screener, along with tax-loss harvesting opportunities.