Skip to Content

Hotchkis & Wiley Large Cap Value A HWLAX

Medalist Rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 41.64  /  0.51 %
  • Total Assets 365.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.95%
  • Turnover 26%

Morningstar’s Analysis HWLAX

Will HWLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A bold strategy that has rewarded patient investors.

Analyst Paul Ruppe

Paul Ruppe

Analyst

Summary

Hotchkis & Wiley Large Cap Value’s aggressive portfolio carries a lot of risk, but its seasoned investment team has capably steered it over the long run. The strategy’s cheapest Z share class receives a Morningstar Analyst Ratings of Bronze, while its pricier shares are rated Neutral.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HWLAX

  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.14
14,969,906
Technology
4.10
14,840,940
Financial Services
3.87
13,984,866
Financial Services
3.81
13,773,943
Financial Services
3.60
13,028,700
Energy
3.58
12,931,974
Healthcare
2.82
10,188,990
Technology
2.74
9,908,082
Financial Services
2.65
9,598,800
Technology
2.49
8,987,622
Consumer Cyclical