MENU
+Compare
HWLAX
Mutual Fund ticker: NASDAQ
AS OF
Sep 8 closing price
Price
$45.37
Change
-$0.07 (-0.15%)
Net Assets
377.32M

HWLAX Hotchkis & Wiley Large Cap Fdml Value A Forecast, Technical & Fundamental Analysis

The investment seeks current income and long-term growth of income, as well as capital appreciation... Show more

Category: #Large Value
Interact to see
Advertisement
A.I.Advisor
published Highlights

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 current income and long-term growth of income, as well as 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. The adviser currently considers large cap companies to be those with market capitalizations like those found in the Russell 1000® Index.

Market Cap

The average market capitalization across the Hotchkis & Wiley Large Cap Fdml Value A MF is 76.44B. The market cap for tickers in the group ranges from 7.96B to 253.52B. WFC holds the highest valuation in this group at 253.52B. The lowest valued company is APA at 7.96B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Large Cap Fdml Value A MF was 33%. For the same stocks of the MF, the average monthly volume growth was 25% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 50
Price Growth Rating: 38
SMR Rating: 50
Profit Risk Rating: 45
Seasonality Score: -5 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GIND26.610.23
+0.87%
Goldman Sachs India Equity ETF
IGRO79.790.55
+0.69%
iShares International Dividend Gr ETF
HAWX36.870.24
+0.66%
iShares Currency Hdgd MSCI ACWI exUS ETF
SAGP34.160.12
+0.34%
Strategas Global Policy Opp ETF
USIN51.150.14
+0.28%
WisdomTree 7-10 Year Laddered Trsy ETF

HWLAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWLAX has been closely correlated with VIVIX. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWLAX jumps, then VIVIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWLAX
1D Price
Change %
HWLAX100%
-0.02%
VIVIX - HWLAX
71%
Closely correlated
-0.32%
VVIAX - HWLAX
71%
Closely correlated
-0.34%
VIVAX - HWLAX
71%
Closely correlated
-0.32%
DODGX - HWLAX
65%
Loosely correlated
-0.21%
DOXGX - HWLAX
64%
Loosely correlated
-0.21%
More