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 $11.2M in net assets. HWLZX expense ratio is 0.86%, holding 63 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-30.
HWLZX performance shows a YTD return of 16.17%. The 1-year return is 24.61% and the 5-year return is 12.39%. HWLZX dividend yield stands at 7.10%, paid annually.
HWLZX top holdings include Workday, Inc., Class A (6.0%), APA Corp. (4.1%), American International Gr (3.2%), Ge Healthcare Technologies Inc (3.0%), Elevance Health Inc (2.7%). 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.