Hotchkis & Wiley has announced the addition of Doug Campbell to the portfolio management team for the Hotchkis & Wiley Large Cap Value strategy, effective July 1, 2024. Campbell will join existing lead portfolio manager Scott McBride and comanagers George Davis and Patty McKenna. Campbell joined the firm in 2018 as an analyst and covers information technology infrastructure, chemicals, and energy companies.
Hotchkis & Wiley Large Cap Fdml Value A HWLAX
- NAV / 1-Day Return 45.48 / −0.33 %
- Total Assets 399.8 Mil
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.18%
- Turnover 22%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0
Morningstar’s Analysis HWLAX
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
F5 Inc | 4.22 | 15.7 Mil | Technology |
Citigroup Inc | 4.13 | 15.4 Mil | Financial Services |
General Motors Co | 3.76 | 14.0 Mil | Consumer Cyclical |
APA Corp | 3.49 | 13.0 Mil | Energy |
Wells Fargo & Co | 3.48 | 13.0 Mil | Financial Services |
Telefonaktiebolaget L M Ericsson ADR | 3.00 | 11.2 Mil | Technology |
Elevance Health Inc | 2.97 | 11.1 Mil | Healthcare |
CVS Health Corp | 2.93 | 10.9 Mil | Healthcare |
Medtronic PLC | 2.72 | 10.1 Mil | Healthcare |
Comcast Corp Class A | 2.54 | 9.5 Mil | Communication Services |
United States