HWLAX Mutual Fund
HWLAX Mutual Fund
Hotchkis & Wiley Large Cap Fundamental Value Fund Class A

HWLAX Mutual Fund Overview
HWLAX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class A) is managed by Hotchkis & Wiley Funds with $124.1M in net assets. HWLAX expense ratio is 1.18%, holding 62 positions across sectors including Financials, Information Technology, Energy. Inception date: 2001-10-26.
HWLAX performance shows a YTD return of 7.87%. The 1-year return is 19.60% and the 5-year return is 9.82%. HWLAX dividend yield stands at 7.38%, paid annually.
HWLAX top holdings include APA Corp. (4.9%), Workday, Inc., Class A (4.6%), F5 Networks Inc. (4.3%), Sold SGD Bought USD 20251104 (3.3%), Citigroup Inc. (3.1%). View all HWLAX holdings, sector breakdown, or dividend history.
HWLAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.