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HWLZX Hotchkis & Wiley Large Cap Fdml Value Z Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

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).

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 68.97B. 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.

Volume

The average weekly volume growth across all stocks in the Hotchkis & Wiley Large Cap Fdml Value Z MF was 14%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 31%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 42
Price Growth Rating: 32
SMR Rating: 49
Profit Risk Rating: 54
Seasonality Score: 38 (-100 ... +100)
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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
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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%
-0.46%
FFFMX - HWLZX
77%
Closely correlated
-0.86%
FFMMX - HWLZX
77%
Closely correlated
-0.86%
VVIAX - HWLZX
74%
Closely correlated
-0.39%
VIVAX - HWLZX
74%
Closely correlated
-0.38%
VIVIX - HWLZX
74%
Closely correlated
-0.38%
More