HWAZX Hotchkis & Wiley Value Opps Z Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Philip Morris International (NYSE:PM), Wells Fargo & Co (NYSE:WFC), Elevance Health (NYSE:ELV), General Motors Company (NYSE:GM), Ericsson (NASDAQ:ERIC).

The investment seeks capital appreciation. The fund normally invests in equity securities, such as common stock, preferred stock and convertible securities, of any size market capitalization, and investment grade and high yield ("junk bonds") fixed income securities. It seeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market. The fund employs a fundamental value investing approach which seeks to exploit market inefficiencies created by irrational investor behavior. It is non-diversified.

The average market capitalization across the Hotchkis & Wiley Value Opps Z MF is 114.03B. The market cap for tickers in the group ranges from 5.42B to 286.91B. PM holds the highest valuation in this group at 286.91B. The lowest valued company is ETRN at 5.42B.

The average weekly volume growth across all stocks in the Hotchkis & Wiley Value Opps Z MF was -32%. For the same stocks of the MF, the average monthly volume growth was -28% and the average quarterly volume growth was -9%