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Hotchkis & Wiley Large Cap Value A (HWLAX) Fund Ranking and Research

Ranking, Research and Recommendation of Hotchkis & Wiley Large Cap Value A (HWLAX) Fund

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Graph of Hotchkis & Wiley Large Cap Value A Fund (HWLAX) ManagerFund Manager - George Davis, Jr.

Fund Manager Information

Fund Manager Tenure: 31.6 years
Similar Funds: HWLCX  HWLIX  HWLRX 
Fund Family: Hotchkis & Wiley
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Hotchkis & Wiley Large Cap Value A Fund (HWLAX) ProfileHotchkis & Wiley Large Cap Value A Fund (HWLAX) Profile

Fund Profile and Description

Hotchkis & Wiley Large Cap Value A Fund seeks current income and long-term growth of income, as well as capital appreciation. Hotchkis & Wiley Large Cap Value A Fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks of large-capitalization U.S. companies. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 Index. It also invests in stocks with high cash dividends or payout yields relative to the market.

 

Hotchkis & Wiley Large Cap Value A (HWLAX) Fund Strength What we like about Hotchkis & Wiley Large Cap Value A (HWLAX) Fund

Data for Hotchkis & Wiley Large Cap Value A Fund (HWLAX) as of May 30, 2016

  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) management has been with Hotchkis & Wiley Large Cap Value A Fund for 31.6 years
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has good mid-term performance (3-year return 8.12% vs 7.81% Large Value category median performance)
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has good Long-term performance (5-year return 10.59% vs 9.15% Large Value category median performance)
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has an annual stock turnover rate of 39.00% vs Large Value average of 44.24%. It is good that Hotchkis & Wiley Large Cap Value A management does not trade extensively for its return.

Hotchkis & Wiley Large Cap Value A Fund (HWLAX) Weakness What we are cautious about Hotchkis & Wiley Large Cap Value A (HWLAX) Fund

Data for Hotchkis & Wiley Large Cap Value A Fund (HWLAX) as of May 30, 2016

  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has a less-than-ideal short-term performance (1-year return -5.59% vs -2.36% Large Value category median performance)
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) ratio of up-years vs down years can be improved
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has a Morningstar rating of 3 and below
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) is less safe compared to its Large Value peers
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.86 that is higher than category average of 11.7
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) has a higher expense ratio of 1.24% than its Large Value average of 1.10%
  • Hotchkis & Wiley Large Cap Value A Fund (HWLAX) carries a 5.25% load
See Hotchkis & Wiley Large Cap Value A Fund (HWLAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hotchkis & Wiley Large Cap Value A Fund (HWLAX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hotchkis & Wiley Large Cap Value A5.34-5.598.1210.59
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Hotchkis & Wiley Large Cap Value A Fund (HWLAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Hotchkis & Wiley Large Cap Value A Fund (HWLAX) Net Asset TrackingHotchkis & Wiley Large Cap Value A (HWLAX) Fund Net Asset

Track net asset change of Hotchkis & Wiley Large Cap Value A fund (HWLAX)

DateNet Asset
05/2016$511.74M
03/2016$592.07M
02/2016$543.39M
More historic net asset information on Hotchkis & Wiley Large Cap Value A Fund (HWLAX)

  

Graph of Hotchkis & Wiley Large Cap Value A Fund (HWLAX) Portfolio TrackingHotchkis & Wiley Large Cap Value A (HWLAX) Fund Portfolio Allocation

Track portfolio allocation change of Hotchkis & Wiley Large Cap Value A fund (HWLAX)

DateCashStockBondOther
04/20160.81%99.19%0%0%
02/20160.65%99.35%0%0%
12/20150.34%99.66%0%0%
Click here to see more historic asset allocation information on Hotchkis & Wiley Large Cap Value A Fund (HWLAX)

 

graph of Hotchkis & Wiley Large Cap Value A Fund (HWLAX) Top 10 Position TrackingTop 10 Holdings in Hotchkis & Wiley Large Cap Value A (HWLAX) Fund

Discover what Hotchkis & Wiley Large Cap Value A Fund (HWLAX) manager is buying

Apr 29, 2016
American International Group, I [5.03%]
Bank of America Corporation Com [4.8%]
Citigroup, Inc. Common Stock [4.59%]
Corning Incorporated Common Sto [3.8%]
Cummins Inc. Common Stock [3.78%]
Microsoft Corporation [3.57%]
Hess Corporation Common Stock [3.51%]
Marathon Oil Corporation Common [3.27%]
JP Morgan Chase & Co. Common St [3.18%]
Oracle Corporation Common Stock [3.14%]

Feb 28, 2016
American International Group, I [4.92%]
Bank of America Corporation Com [4.41%]
Corning Incorporated Common Sto [4.34%]
Citigroup, Inc. Common Stock [4.21%]
Microsoft Corporation [4.17%]
Cummins Inc. Common Stock [3.52%]
Hess Corporation Common Stock [3.42%]
Oracle Corporation Common Stock [3.24%]
JP Morgan Chase & Co. Common St [3.2%]
Hewlett Packard Enterprise Comp [2.67%]

Dec 30, 2015
American International Group, I [5.09%]
Microsoft Corporation [4.5%]
Citigroup, Inc. Common Stock [4.44%]
Bank of America Corporation Com [4.32%]
Corning Incorporated Common Sto [4.02%]
JP Morgan Chase & Co. Common St [3.5%]
Oracle Corporation Common Stock [3.13%]
Hess Corporation Common Stock [2.9%]
Cummins Inc. Common Stock [2.8%]
GLAXOSMITHKLINE PLC ORD 25P [2.62%]
Click here for Stock Holding Change Map in Hotchkis & Wiley Large Cap Value A Fund (HWLAX)

  

Latest News on Hotchkis & Wiley Large Cap Value A (HWLAX) Fund

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