Notable companies
The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), US Bancorp (NYSE:USB), Elevance Health (NYSE:ELV), General Motors Company (NYSE:GM), American International Group (NYSE:AIG), Ericsson (NASDAQ:ERIC), APA Corp (NASDAQ:APA).
Industry description
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 large capitalization companies. Hotchkis & Wiley Capital Management, LLC considers large cap companies to be those with market capitalizations like those found in the Russell 1000 ® Index, although the Advisor will generally not purchase stock in a company with a market capitalization of less than $3 billion.
Market Cap
The average market capitalization across the Hotchkis & Wiley Disciplined Value I MF is 74.65B. The market cap for tickers in the group ranges from 7.33B to 246.99B. WFC holds the highest valuation in this group at 246.99B. The lowest valued company is APA at 7.33B.
Volume
The average weekly volume growth across all stocks in the Hotchkis & Wiley Disciplined Value I MF was 3%. For the same stocks of the MF, the average monthly volume growth was -54% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 45
P/E Growth Rating: 45
Price Growth Rating: 39
SMR Rating: 48
Profit Risk Rating: 55
Seasonality Score: -35 (-100 ... +100)