Hotchkis Wiley Large Fund Quote

HWLZX Fund  USD 42.49  0.07  0.16%   

Performance

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Odds Of Distress

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Hotchkis Wiley is trading at 42.49 as of the 20th of March 2025; that is 0.16% down since the beginning of the trading day. The fund's open price was 42.56. Hotchkis Wiley has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very 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 investment seeks current income and long-term growth of income, as well as capital appreciation. Hotchkis Wiley is traded on NASDAQ Exchange in the United States. More on Hotchkis Wiley Large

Moving together with Hotchkis Mutual Fund

  0.83VVIAX Vanguard Value IndexPairCorr
  0.8DOXGX Dodge Cox StockPairCorr
  0.74AFMFX American MutualPairCorr
  0.74FFMMX American Funds AmericanPairCorr
  0.74FFFMX American Funds AmericanPairCorr
  0.74AMRMX American MutualPairCorr

Moving against Hotchkis Mutual Fund

  0.52MRK Merck CompanyPairCorr

Hotchkis Mutual Fund Highlights

Fund ConcentrationLarge Value, Hotchkis & Wiley (View all Sectors)
Update Date31st of March 2025
Hotchkis Wiley Large [HWLZX] 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 342.16 M in assets under management (AUM) with minimum initial investment of 1000 K. Hotchkis Wiley Large is currently producing year-to-date (YTD) return of 0.99% with the current yeild of 0.02%, while the total return for the last 3 years was 8.81%.
Check Hotchkis Wiley Probability Of Bankruptcy

Instrument Allocation

Top Hotchkis Wiley Large Mutual Fund Constituents

WFCWells FargoStockFinancials
ORCLOracleStockInformation Technology
MSFTMicrosoftStockInformation Technology
MDTMedtronic PLCStockHealth Care
GSGoldman Sachs GroupStockFinancials
GMGeneral MotorsStockConsumer Discretionary
GEGE AerospaceStockIndustrials
FDXFedExStockIndustrials
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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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