LVAMX Mutual Fund
LVAMX Mutual Fund
LSV US Managed Volatility Fund Investor Class
LVAMX Mutual Fund Overview
LVAMX Mutual Fund (LSV US Managed Volatility Fund Investor Class) is managed by LSV Asset Management with $130,000 in net assets. LVAMX expense ratio is 0.80%, holding 114 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2014-06-25.
LVAMX performance shows a YTD return of 9.31%. The 1-year return is 17.05% and the 5-year return is 11.27%. LVAMX dividend yield stands at 19.29%, paid annually.
LVAMX top holdings include Cisco Systems Inc. - Ordinary Shares (3.4%), Synnex Corp (2.3%), Avnet Inc (1.7%), Arrow Electronics Inc. (1.6%), Borgwarner Inc. (1.1%). View all LVAMX holdings, sector breakdown, or dividend history.
LVAMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LVAMX alternatives are available via the screener, along with tax-loss harvesting opportunities.