HWLIX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class I) is managed by Hotchkis & Wiley Funds with $236.0M in net assets. HWLIX expense ratio is 0.95%, holding 62 positions across sectors including Financials, Information Technology, Energy. Inception date: 1987-06-24.

HWLIX performance shows a YTD return of 8.03%. The 1-year return is 19.88% and the 5-year return is 10.07%. HWLIX dividend yield stands at 7.66%, paid annually.

HWLIX top holdings include APA Corp. (4.9%), Workday, Inc., Class A (4.6%), F5 Networks Inc. (4.3%), Mount Vernon Liquid Assets Portfolio, Llc (3.3%), Citigroup Inc. (3.1%). View all HWLIX holdings, sector breakdown, or dividend history.

HWLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HWLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.