HWLIX : Hotchkis & Wiley Large Cap Value Fund Class I

HWLIX is a US Stocks Market Large Value with MODERATE fees.

HWLIX

Hotchkis & Wiley Large Cap Value Fund Class I

FI Score

40 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

40% FI Score
  • hwlix
  • Mutual Fund
  • US Stocks
  • Large Value

Hotchkis & Wiley Large Cap Value Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. The adviser currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index.

Largest Holdings

Amount Holding
5.03% General Electric Co
4.41% Microsoft Corp
4.37% Wells Fargo & Co
3.69% American International Group Inc
3.29% Goldman Sachs Group Inc
3.20% Citigroup Inc
3.02% Oracle Corp
3.00% Cummins Inc
2.96% Anthem Inc
2.62% General Motors Co
2.50% Medtronic PLC
2.49% Bank of America Corp
2.36% Hess Corp
2.34% Magna International Inc Class A
2.27% Hewlett Packard Enterprise Co
2.20% Citizens Financial Group Inc
2.11% GlaxoSmithKline PLC ADR
2.10% National Oilwell Varco Inc
2.09% PPL Corp
1.97% Comcast Corp Class A
1.93% Corning Inc
1.91% Vodafone Group PLC ADR
1.89% FedEx Corp
1.79% UnitedHealth Group Inc
1.74% Royal Dutch Shell PLC ADR Class A

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