Back to top
more

Hotchkis & Wiley Large Cap Fundamental Value Fund - Class Z: (MF: HWLZX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:51 PM ET

$45.34 USD

+0.13 (0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for HWLZX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Hotchkis and Wiley Large Cap Val Z HWLZX NA NA 0.00 0.00 0.70 0.88

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Hotchkis and Wiley Large Cap Val A HWLAX 44.71 6/24/1987 1.34 16.64 14.62 11.74
Hotchkis and Wiley Large Cap Val I HWLIX 44.97 6/24/1987 1.65 16.92 14.89 12.00

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Hotchkis and Wiley Large Cap Val Z HWLZX 1000000 100 0 A

Contact Information

Family Hotchkis & Wiley
Address 725 S. Figueroa St., 39th Fl
Los Angeles, CA 90017
Phone 800 796-5606