Hotchkis & Wiley Large Cap Value Fund Class C (HWLCX) Research
The fund is designed with three main objectives: to produce consistent current income, to cultivate long-term growth of that income, and to achieve capital appreciation. To accomplish this, it typically allocates a minimum of 80% of its total invested capital (which includes both net assets and any borrowed funds) to the stock shares of large capitalization companies. The fund's adviser considers "large-cap" companies to be those whose market values are comparable to the firms comprising the Russell 1000® Index.
Market snapshot
- Symbol
- HWLCX
- Price
- $43.26
- Day change
- +1.92%
- Market cap
- $373.4M
- 52-week range
- 37.65-44.0
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Advisory Total Return Fund - Investor Shares (BIATX)
- Columbia Funds Series Trust - Columbia Large Cap Enhanced Core Fund (CLNCX)
- Diamond Hill All Cap Select Fund Class C (DHTCX)
- Allspring Large Cap Core Fund - Class R (EGOHX)
- Fidelity Select Portfolios Air Transportation Portfolio (FSAIX)
- First Trust High Income Long/Short Fund (FSD)
- Glenmede Fund Core Fixed Income Portfolio (GTCGX)
- Nuveen Large Cap Core Fund Class A (NLACX)
Open Hotchkis & Wiley Large Cap Value Fund Class C (HWLCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.