HWLZX Hotchkis & Wiley Large Cap Fdml Value Z 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 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.

The average market capitalization across the Hotchkis & Wiley Large Cap Fdml Value Z MF is 76.44B. The market cap for tickers in the group ranges from 8.14B to 252.94B. WFC holds the highest valuation in this group at 252.94B. The lowest valued company is APA at 8.14B.

The average weekly volume growth across all stocks in the Hotchkis & Wiley Large Cap Fdml Value Z 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%