Hotchkis & Wiley Value Opportunities Fund
Shareclass
Hotchkis & Wiley Value Opps Z (HWAZX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 2 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Hotchkis & Wiley Value Opportunities Fund HWAZX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Qantas Airways Ltd2.18% of assets$17.08M invested
- 2. WPP PLC ADR0.5% of assets$3.91M invested
- 3. Citigroup Inc1.75% of assets$13.72M invested
- 4. Philip Morris International Inc1.22% of assets$9.55M invested
- 5. Shell PLC ADR (Representing - Ordinary Shares)1.35% of assets$10.61M invested
- 6. Wells Fargo & Co1.19% of assets$9.3M invested
- 7. Henkel AG & Co KGaA1.16% of assets$9.09M invested
- 8. Jones Lang LaSalle Inc1.48% of assets$11.57M invested
- 9. The Goldman Sachs Group Inc1.37% of assets$10.75M invested
- 10. General Motors Co2.32% of assets$18.18M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. U-Haul Holding Co Ordinary Shares - Series N3.65% of assets$28.62M invested
- 2. Fluor Corp0.33% of assets$2.6M invested
- 3. NOV Inc1.84% of assets$14.41M invested
- 4. Marriott Vacations Worldwide Corp0.74% of assets$5.78M invested
- 5. Avnet Inc0.93% of assets$7.26M invested
- 6. Medtronic PLC0.85% of assets$6.7M invested
- 7. Lithia Motors Inc Class A0.38% of assets$2.97M invested
- 8. SLM Corp1.67% of assets$13.08M invested
- 9. Aptiv PLC0.85% of assets$6.67M invested
- 10. Stanley Black & Decker Inc0.7% of assets$5.49M invested
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Financial performance
Performance data provided by
Find more financial data on HWAZX at Morningstar.com
Find more financial data on HWAZX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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