Hotchkis Wiley Large Fund Quote
| HWLZX Fund | USD 48.79 0.35 0.72% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Hotchkis Wiley is trading at 48.79 as of the 25th of November 2024; that is 0.72% up since the beginning of the trading day. The fund's open price was 48.44. Hotchkis Wiley has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Hotchkis Wiley Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent 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.. More on Hotchkis Wiley Large
Moving together with Hotchkis Mutual Fund
Hotchkis Mutual Fund Highlights
| Fund Concentration | Hotchkis & Wiley Funds, Large Funds, Large Value Funds, Large Value, Hotchkis & Wiley (View all Sectors) |
| Update Date | 30th of September 2024 |
Hotchkis Wiley Large [HWLZX] is traded in USA and was established 25th of November 2024. Hotchkis Wiley is listed under Hotchkis & Wiley category by Fama And French industry classification. The fund is listed under Large Value category and is part of Hotchkis & Wiley family. This fund currently has accumulated 342.16 M in assets under management (AUM) with minimum initial investment of 1000 K. Hotchkis Wiley Large is currently producing year-to-date (YTD) return of 19.6% with the current yeild of 0.01%, while the total return for the last 3 years was 9.76%.
Check Hotchkis Wiley Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hotchkis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hotchkis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hotchkis Wiley Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hotchkis Wiley Large Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| GS | Goldman Sachs Group | Stock | Financials | |
| GM | General Motors | Stock | Consumer Discretionary | |
| GE | GE Aerospace | Stock | Industrials | |
| FDX | FedEx | Stock | Industrials |
Hotchkis Wiley Large Risk Profiles
| Mean Deviation | 0.6309 | |||
| Semi Deviation | 0.5432 | |||
| Standard Deviation | 0.8523 | |||
| Variance | 0.7265 |
Hotchkis Wiley Against Markets
Other Information on Investing in Hotchkis Mutual Fund
Hotchkis Wiley financial ratios help investors to determine whether Hotchkis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hotchkis with respect to the benefits of owning Hotchkis Wiley security.
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