HWLZX Mutual Fund

HWLZX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $12.6M in net assets. HWLZX expense ratio is 0.85%, holding 62 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 11.64%. HWLZX dividend yield stands at 7.46%, paid annually.

HWLZX top holdings include Apa Corp (4.9%), Workday, Inc., Class A (4.6%), F5 Networks Inc. (4.3%), Forward Foreign Currency Contract (3.3%), Citigroup Inc. (3.1%). 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.