HWCIX Hotchkis & Wiley Disciplined Value I Forecast, Technical & Fundamental Analysis

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).

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.

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.

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%