HWCAX Hotchkis & Wiley Disciplined Value A Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), Elevance Health (NYSE:ELV), US Bancorp (NYSE:USB), American International Group (NYSE:AIG), General Motors Company (NYSE:GM), 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 A MF is 70.24B. The market cap for tickers in the group ranges from 10.68B to 203.96B. WFC holds the highest valuation in this group at 203.96B. The lowest valued company is APA at 10.68B.

The average weekly volume growth across all stocks in the Hotchkis & Wiley Disciplined Value A MF was -3%. For the same stocks of the MF, the average monthly volume growth was 67% and the average quarterly volume growth was -44%