HWMCX : Hotchkis & Wiley Mid-Cap Value Fund Class C

HWMCX is a US Stocks Market Mid-Cap Value with HIGH fees.

HWMCX

Hotchkis & Wiley Mid-Cap Value Fund Class C

FI Score

23 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

23% FI Score
  • hwmcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Hotchkis & Wiley Mid-Cap Value Fund Class C

Expenses: 1.93% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities of mid-capitalization companies. Hotchkis & Wiley Capital Management, LLC (the "Advisor") currently considers mid-cap companies to be those with market capitalizations like those found in the Russell Midcap® Index.

Largest Holdings

Amount Holding
4.73% Cairn Energy PLC
4.18% Popular Inc
4.04% Citizens Financial Group Inc
3.20% Royal Mail PLC
3.14% PPL Corp
2.95% CNO Financial Group Inc
2.81% Vistra Energy Corp
2.52% Office Depot Inc
2.52% NRG Energy Inc
2.32% Amerco Inc
2.25% Navistar International Corp
2.19% Discovery Inc C
2.19% CIT Group Inc
2.13% Kosmos Energy Ltd
2.06% Arrow Electronics Inc
2.05% Apache Corp
2.03% Equitable Holdings Inc
2.03% Fluor Corp
1.97% Corning Inc
1.93% Magna International Inc Class A
1.84% News Corp A
1.82% Embraer SA ADR
1.80% Hewlett Packard Enterprise Co
1.73% CNH Industrial NV
1.70% Discover Financial Services

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