Hotchkis and Wiley Large Cap Disciplined Value FundHWCAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$78.5M
Expense ratio
1.06%
1-year return
+15.0%
3 years, a year
+14.8%
5 years, a year
+10.5%
Holdings
71
What it aims to do.
The Fund seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WDAY Workday Inc | 4.62% |
| FFIV F5 Inc | 4.46% |
| APA APA Corp | 4.25% |
| ERIC Ericsson | 3.07% |
| Mount Vernon Liquid Assets Portfolio, LLC | 3.06% |
| C Citigroup Inc | 2.98% |
| CMCSA Comcast Corp | 2.80% |
| AIG American International Group I | 2.76% |
| CRM Salesforce Inc | 2.54% |
| D Dominion Energy Inc | 2.45% |
More on HWCAX.
- HWCAX overview
- HWCAX holdings
- HWCAX risk
- HWCAX costs
- HWCAX money in and out
- HWCAX share classes
- Compare HWCAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.