MENU
+Compare
HWLZX
Mutual Fund ticker: NASDAQ
AS OF
Sep 25 closing price
Price
$46.22
Change
-$0.32 (-0.69%)
Net Assets
378.62M

HWLZX Hotchkis & Wiley Large Cap Fdml Value Z 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 Z MF is 79.91B. The market cap for tickers in the group ranges from 8.71B to 270.11B. WFC holds the highest valuation in this group at 270.11B. The lowest valued company is APA at 8.71B.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Large Cap Fdml Value Z MF was -8%. For the same stocks of the MF, the average monthly volume growth was 32% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 50
P/E Growth Rating: 46
Price Growth Rating: 36
SMR Rating: 50
Profit Risk Rating: 43
Seasonality Score: 10 (-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 %
JBND54.08-0.09
-0.17%
JPMorgan Active Bond ETF
FINS13.07-0.03
-0.27%
Angel Oak Financial Strategies Income Term Trust
HAPI39.90-0.17
-0.41%
Harbor Human Capital Factor US LrgCapETF
MFEM22.25-0.12
-0.55%
PIMCO RAFI Dyn Mlt-Fctr Emrg Mkts Eq ETF
JUNZ32.54-0.36
-1.10%
TrueShares Structured Outcome June ETF

HWLZX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HWLZX has been closely correlated with FFFMX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWLZX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HWLZX
1D Price
Change %
HWLZX100%
N/A
FFFMX - HWLZX
77%
Closely correlated
-0.18%
FFMMX - HWLZX
77%
Closely correlated
-0.16%
RMEBX - HWLZX
68%
Closely correlated
-0.16%
RMFEX - HWLZX
68%
Closely correlated
-0.16%
RMFCX - HWLZX
68%
Closely correlated
-0.18%
More