LSVFX Mutual Fund

LSVFX Mutual Fund (LSV Global Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $10.0M in net assets. LSVFX expense ratio is 0.75%, holding 142 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LSVFX performance shows a YTD return of 16.83%. The 1-year return is 29.70% and the 5-year return is 12.09%. LSVFX dividend yield stands at 9.03%, paid annually.

LSVFX top holdings include Cisco Systems Inc. - Ordinary Shares (2.6%), Arrow Electronics Inc. (1.5%), Synnex Technology International Co (1.4%), Novartis Ag Ordinary Shares (1.3%), Hsbc Securities Inc (1.3%). Go to all LSVFX holdings, LSVFX sectors, or LSVFX dividends.

LSVFX can be compared against other funds. Use LSVFX overlap to find shared positions, or LSVFX vs another fund for a side-by-side view. LSVFX alternatives are available via the screener, along with tax-loss harvesting opportunities.