HWLZX Mutual Fund (Hotchkis & Wiley Large Cap Fundamental Value Fund Class Z) is managed by Hotchkis & Wiley Funds with $12.1M in net assets. HWLZX expense ratio is 0.85%, holding 62 positions across sectors including Financials, Information Technology, Energy. Inception date: 2019-09-30.

HWLZX performance shows a YTD return of 9.47%. The 1-year return is 20.00% and the 5-year return is 10.18%. HWLZX dividend yield stands at 7.84%, paid annually.

HWLZX top holdings include APA Corp. (4.9%), Workday, Inc., Class A (4.6%), F5 Networks Inc. (4.3%), Forward Foreign Currency Contract (3.3%), Citigroup Inc. (3.1%). View all HWLZX holdings, sector breakdown, or dividend history.

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