HWLAX Rating, Research - Hotchkis And Wiley Large Cap Value A

Hotchkis And Wiley Large Cap Value A (hwlax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 86

Threats + Weaknesses = 61

When strengths & opportunities substantially exceed threats & weaknesses an investment in the hwlax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hotchkis And Wiley Large Cap Value A (HWLAX) Description: HWLAX is a mutual fund, which is an investment that owns a basket of assets. The HWLAX mutual fund was provided by Hotchkis and this investment vehicle derives the majority of its value from equity holdings (stocks). Hotchkiss mutual fund has a long management tenure and is in the large fund size classification. HWLAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. HWLAXs expense ratio is roughly 1%. The latest HWLAXs front end load was 5% and the back end load was 0%. The Hotchkis And Wiley Large Cap Value A (HWLAX) mutual fund falls under the large-cap value category. HWLAX focuses its investments in USA and HWLAX is not affiliated with a particular industry or fund sector. The Hotchkis And Wiley Large Cap Value A (HWLAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HWLAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HWLAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks above average income and capital appreciation. The fund invests primarily in income-producing equity securities (see equity research), including securities that are convertible into common stocks (see stock research). The adviser ordinarily selects securities that have a comparatively low volatility in share price relative to the overall equity market and which may provide relatively high dividend income, but may also select securities of companies that offer superior growth prospects.

Management Analysis Update

Performance Analysis Update