HWLIX Rating, Research - Hotchkis And Wiley Large Cap Value I

Hotchkis And Wiley Large Cap Value I (hwlix)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 86

Threats + Weaknesses = 61

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

Fund Management Team

Fund Description Update

Hotchkis And Wiley Large Cap Value I (HWLIX) Description: HWLIX is a mutual fund, which is an investment that owns a basket of assets. The HWLIX 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. HWLIXs minimum initial investment amount is $1000000 while the IRA minimum is $1000000. HWLIXs expense ratio is roughly 1%. The latest HWLIXs front end load was 0% and the back end load was 0%. The Hotchkis And Wiley Large Cap Value I (HWLIX) mutual fund falls under the large-cap value category. HWLIX focuses its investments in USA and HWLIX is not affiliated with a particular industry or fund sector. The Hotchkis And Wiley Large Cap Value I (HWLIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HWLIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HWLIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests primarily in common stocks (see stock research) of well-known and established companies and invests at least 80% of assets in blue chip companies. It invests in securities of companies that Fidelity Management & Research Company believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in securities of domestic and foreign issuers.


Management Analysis Update


Performance Analysis Update