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Hotchkis & Wiley Large Cap Value Fundamental Fund Class A (HWLAX)

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41.26 +0.33    +0.81%
03/01 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 124.19M
Type:  Fund
Market:  United States
Issuer:  Hotchkis & Wiley
Asset Class:  Equity
Hotchkis & Wiley Large Cap Value A 41.26 +0.33 +0.81%

HWLAX Overview

 
Find basic information about the Hotchkis & Wiley Large Cap Value Fundamental Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add HWLAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change2.36%
Prev. Close40.93
Risk Rating
TTM Yield1.12%
ROE13.78%
IssuerHotchkis & Wiley
Turnover22%
ROA4.52%
Inception Date37190
Total Assets124.19M
Expenses1.20%
Min. Investment2,500
Market Cap42.61B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1198 1048 1286 1384 1729 2434
Fund Return 19.83% 4.77% 28.56% 11.43% 11.58% 9.3%
Place in category 765 827 538 376 439 403
% in Category 69 74 48 36 43 53

Top Equity Funds by Hotchkis & Wiley

  Name Rating Total Assets YTD% 3Y% 10Y%
  Hotchkis & Wiley Small Cap Value I 735.96M 12.64 12.98 8.78
  Hotchkis & Wiley Value Opps Instl 479.65M 16.68 12.37 11.10
  Hotchkis & Wiley Mid-Cap Value I 268.41M 10.17 12.67 7.16
  Hotchkis & Wiley Large Cap Value I 245.21M 20.11 11.70 9.58
  Hotchkis & Wiley Mid-Cap Value A 117.89M 9.94 12.43 6.92

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Dodge & Cox Stock 70.82B 22.10 11.98 11.55
  Vanguard Equity-Income Adm 55.74B 20.82 11.53 10.54
  Vanguard Windsor II Admiral 51B 19.09 9.58 10.82
  American Funds American Mutual A 40.64B 20.22 10.11 9.79
  Vanguard Value Index Adm 39.97B 23.79 12.28 10.75

Top Holdings

Name ISIN Weight % Last Change %
  F5 Networks US3156161024 4.44 254.36 +1.04%
  Citigroup US1729674242 4.34 71.00 +1.52%
  General Motors US37045V1008 3.44 51.77 +0.78%
  LM Ericsson B ADR US2948216088 3.43 8.15 +0.99%
  Wells Fargo&Co US9497461015 3.39 71.31 +1.60%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Strong Sell Sell
Technical Indicators Sell Strong Sell Sell
Summary Sell Strong Sell Sell
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