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

The investment seeks capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Comcast Corp (NASDAQ:CMCSA), Elevance Health (NYSE:ELV), Dominion Energy (NYSE:D), Workday (NASDAQ:WDAY), American International Group (NYSE:AIG), Ericsson (NASDAQ:ERIC), APA Corp (NASDAQ:APA).

Industry description

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. It eeks to invest in companies whose future prospects are misunderstood or not fully recognized by the market.

Market Cap

The average market capitalization across the Hotchkis & Wiley Disciplined Value A MF is 79.82B. The market cap for tickers in the group ranges from 15.2B to 95.28B. CMCSA holds the highest valuation in this group at 95.28B. The lowest valued company is APA at 15.2B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Disciplined Value A MF was 24%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 37
P/E Growth Rating: 44
Price Growth Rating: 42
SMR Rating: 48
Profit Risk Rating: 62
Seasonality Score: -23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
Hotchkis & Wiley Funds725 South Figueroa Street, 39th FloorLos Angeles
Phone
N/A
Web
www.hwcm.com
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HWCAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWCAX has been closely correlated with FFFMX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWCAX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWCAX
1D Price
Change %
HWCAX100%
+0.99%
FFFMX - HWCAX
86%
Closely correlated
+0.32%
FFMMX - HWCAX
85%
Closely correlated
+0.32%
RMFEX - HWCAX
84%
Closely correlated
+0.32%
RMFCX - HWCAX
84%
Closely correlated
+0.31%
RMEBX - HWCAX
84%
Closely correlated
+0.32%
More
Hotchkis & Wiley Disciplined Value A (HWCAX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com