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Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX)

US Funds

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39.29 +0.56 +1.45%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 494.06M

Type: Fund

Market: United States

Issuer: Hotchkis & Wiley

Asset Class: Equity

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HWAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Hotchkis & Wiley Value Opps Instl (HWAIX) fund. Our Hotchkis & Wiley Value Opps Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.30	1.30
Stocks	96.42	96.42
Bonds	0.11	0.11
Preferred	0.37	0.37
Other	1.80	1.80

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.69	14.63
Price to Book	1.68	2.06
Price to Sales	0.85	1.21
Price to Cash Flow	6.85	9.24
Dividend Yield	2.02	2.13
5 Years Earnings Growth	10.54	10.20

Sector Allocation

Name	Net %	Category Average
Technology	24.67	11.09
Industrials	17.18	16.53
Financial Services	14.58	17.69
Energy	10.09	6.15
Healthcare	9.03	10.15
Communication Services	8.39	3.30
Consumer Cyclical	5.60	11.57
Basic Materials	5.35	4.94
Consumer Defensive	4.14	6.58
Utilities	0.78	6.99
Real Estate	0.21	7.68

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
LM Ericsson B ADR	US2948216088	6.47	8.72	+2.11%
F5 Networks	US3156161024	6.27	267.74	+1.44%
Workday	US98138H1014	5.80	250.72	+0.43%
Siemens ADR	US8261975010	3.76	106.90	+3.64%
Philip Morris	US7181721090	3.47	123.81	+1.83%
U-Haul Holding Co Ordinary Shares - Series N	US0235865062	3.07	-	-
Stagwell Inc Ordinary Shares - Class A	-	3.02	-	-
Microsoft	US5949181045	3.01	428.50	-0.12%
Siemens AG	DE0007236101	3.00	204.15	+1.16%
Nov	US62955J1034	2.90	15.52	-0.64%

Top Equity Funds by Hotchkis & Wiley

Name	Total Assets	YTD%	3Y%	10Y%
Hotchkis & Wiley Small Cap Value I	756.3M	5.06	8.75	7.70
Hotchkis & Wiley Mid-Cap Value I	273.31M	10.17	12.67	7.16
Hotchkis & Wiley Large Cap Value I	256.52M	20.11	11.70	9.58
Hotchkis & Wiley Large Cap Value A	127.65M	19.83	11.43	9.30
Hotchkis & Wiley Mid-Cap Value A	120.44M	9.94	12.43	6.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Hotchkis & Wiley .	39.29	+0.56	+1.45%