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Hotchkis & Wiley Mid-cap Value Fund Class A (HWMAX)

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55.83 +0.56 +1.01%

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Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 122.91M

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HWMAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Hotchkis & Wiley Mid-Cap Value A (HWMAX) fund. Our Hotchkis & Wiley Mid-Cap Value A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	7.01	7.01	0.00
Shares	92.99	92.99	0.00

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.48	14.69
Price to Book	1.28	1.98
Price to Sales	0.66	1.16
Price to Cash Flow	4.27	8.86
Dividend Yield	2.29	2.23
5 Years Earnings Growth	15.86	10.78

Sector Allocation

Name	Net %	Category Average
Financial Services	27.18	17.97
Energy	19.27	6.22
Consumer Cyclical	12.54	11.81
Industrials	12.16	17.44
Technology	11.74	10.46
Healthcare	5.40	9.53
Basic Materials	3.56	5.03
Utilities	2.74	6.74
Communication Services	2.37	3.06
Consumer Defensive	1.61	6.32
Real Estate	1.43	7.79

Region Allocation

Equities

North America
Latin America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Kosmos Energy	US5006881065	4.93	3.960	+7.03%
APA Corp	US03743Q1085	4.62	24.53	+5.96%
Popular	PR7331747001	4.07	98.58	-0.97%
LM Ericsson B ADR	US2948216088	4.01	7.70	-0.90%
Fluor	US3434121022	4.01	47.89	+1.16%
Citizens Financial Group Inc	US1746101054	3.82	40.80	+0.69%
F5 Networks	US3156161024	2.98	219.00	-1.06%
Adient	IE00BD845X29	2.74	23.70	+3.49%
State Street	US8574771031	2.54	88.20	+0.12%
CNO Financial	US12621E1038	2.40	34.26	-0.58%

Top Equity Funds by Hotchkis & Wiley

Name	Total Assets	YTD%	3Y%	10Y%
Hotchkis & Wiley Small Cap Value I	734.66M	5.91	10.97	8.12
Hotchkis & Wiley Value Opps Instl	502.82M	11.63	10.44	10.49
Hotchkis & Wiley Mid-Cap Value I	289.02M	0.13	9.01	5.99
Hotchkis & Wiley Large Cap Value I	252.14M	7.23	7.05	8.73
Hotchkis & Wiley Large Cap Value A	136.42M	7.10	6.80	8.46

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	Name	Price	Chg.	Chg. %
	Hotchkis & Wiley .	55.83	+0.56	+1.01%