Hotchkis Wiley Large Fund Quote

HWLIX Fund  USD 42.50  0.07  0.16%   

Performance

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Odds Of Distress

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Low
Hotchkis Wiley is trading at 42.50 as of the 20th of March 2025; that is 0.16 percent decrease since the beginning of the trading day. The fund's open price was 42.57. Hotchkis Wiley has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. Hotchkis is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley Large

Moving together with Hotchkis Mutual Fund

  0.76VVIAX Vanguard Value IndexPairCorr
  0.72DOXGX Dodge Cox StockPairCorr
  0.68AFMFX American MutualPairCorr
  0.68FFMMX American Funds AmericanPairCorr
  0.68FFFMX American Funds AmericanPairCorr
  0.68AMRMX American MutualPairCorr

Moving against Hotchkis Mutual Fund

  0.49MRK Merck CompanyPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationLarge Value, Hotchkis & Wiley (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of August 2022
Fiscal Year EndJune
Hotchkis Wiley Large [HWLIX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 370.76 M in assets under management (AUM) with no minimum investment requirementsHotchkis Wiley Large is currently producing year-to-date (YTD) return of 0.95% with the current yeild of 0.02%, while the total return for the last 3 years was 8.69%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Top Hotchkis Wiley Large Mutual Fund Constituents

HESHess CorporationStockEnergy
ERICTelefonaktiebolaget LM EricssonStockInformation Technology
COFCapital One FinancialStockFinancials
GEGE AerospaceStockIndustrials
WFCWells FargoStockFinancials
PPLPPL CorporationStockUtilities
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
More Details

Hotchkis Wiley Large Risk Profiles

Hotchkis Wiley Against Markets

Other Information on Investing in Hotchkis Mutual Fund

Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
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