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Hotchkis & Wiley Value Opportunities Fund Class Institutional (HWAIX)

US Funds

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42.38 -0.05 -0.12%

14/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 509.69M

Type: Fund

Market: United States

Issuer: Hotchkis & Wiley

Asset Class: Equity

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HWAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Hotchkis & Wiley Value Opps Instl (HWAIX) fund. Our Hotchkis & Wiley Value Opps Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.14	1.14
Shares	96.37	96.37
Bonds	0.11	0.11
Preferred	0.49	0.49
Other	1.89	1.89

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.44	15.41
Price to Book	1.65	2.46
Price to Sales	0.83	1.68
Price to Cash Flow	6.82	10.44
Dividend Yield	2.11	2.54
5 Years Earnings Growth	12.74	9.65

Sector Allocation

Name	Net %	Category Average
Technology	25.25	12.65
Industrials	17.74	11.72
Financial Services	13.94	20.25
Energy	10.39	7.94
Healthcare	9.95	15.54
Communication Services	8.30	5.42
Consumer Cyclical	5.47	6.62
Basic Materials	4.43	3.75
Consumer Defensive	3.48	8.64
Utilities	0.80	5.34
Real Estate	0.25	3.78

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
F5 Networks	US3156161024	7.46	242.05	-1.95%
LM Ericsson B ADR	US2948216088	6.22	8.00	+0.13%
Workday	US98138H1014	4.58	271.49	-1.82%
Siemens ADR	US8261975010	4.04	98.68	+4.07%
Baker Hughes	US05722G1004	3.41	43.18	+0.26%
Siemens AG	DE0007236101	3.24	188.20	+4.91%
Stagwell Inc Ordinary Shares - Class A	-	2.93	-	-
General Motors	US37045V1008	2.87	57.62	-0.16%
Nov	US62955J1034	2.71	16.21	-0.18%
Arrow Electronics	US0427351004	2.63	115.20	+0.63%

Top Equity Funds by Hotchkis & Wiley

Name	Total Assets	YTD%	3Y%	10Y%
Hotchkis & Wiley Small Cap Value I	772.02M	4.87	8.73	8.27
Hotchkis & Wiley Mid-Cap Value I	278.84M	4.09	9.59	6.75
Hotchkis & Wiley Large Cap Value I	261.8M	13.85	9.85	9.43
Hotchkis & Wiley Large Cap Value A	137.04M	13.62	9.59	9.15
Hotchkis & Wiley Mid-Cap Value A	123.24M	6.01	11.93	6.78

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	Name	Price	Chg.	Chg. %
	Hotchkis & Wiley .	42.38	-0.05	-0.12%