LVAFX Mutual Fund (LSV Global Managed Volatility Fund Investor Class) is managed by LSV Asset Management with $400,000 in net assets. LVAFX expense ratio is 1.00%, holding 142 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LVAFX performance shows a YTD return of 9.71%. The 1-year return is 20.57% and the 5-year return is 12.35%. LVAFX dividend yield stands at 9.24%, paid annually.

LVAFX top holdings include Cisco Systems Inc. - Ordinary Shares (2.6%), Arrow Electronics Inc. (1.5%), Synnex Corp (1.4%), Novartis Ag Ordinary Shares (1.3%), Hsbc Holdings Plc (1.3%). View all LVAFX holdings, sector breakdown, or dividend history.

LVAFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LVAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.