Skip to Content

Hotchkis & Wiley Large Cap Value C HWLCX

Medalist Rating as of | See Hotchkis and Wiley Investment Hub
  • NAV / 1-Day Return 40.62  /  0.45 %
  • Total Assets 374.7 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.40%
  • Turnover 26%

Morningstar’s Analysis HWLCX

Will HWLCX 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 HWLCX

  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.24
16,038,375
Financial Services
4.08
15,438,493
Financial Services
3.76
14,211,012
Technology
3.53
13,356,000
Technology
3.51
13,250,836
Healthcare
3.34
12,633,348
Energy
3.05
11,533,912
Consumer Cyclical
3.04
11,483,625
Financial Services
2.87
10,858,952
Financial Services
2.54
9,598,020
Financial Services