LSVGX Mutual Fund

LSVGX Mutual Fund (LSV Global Value Fund Institutional Class) is managed by LSV Asset Management with $113.3M in net assets. LSVGX expense ratio is 0.90%, holding 249 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2014-06-25.

LSVGX performance shows a YTD return of 24.10%. The 1-year return is 32.98% and the 5-year return is 14.76%. LSVGX dividend yield stands at 2.16%.

LSVGX top holdings include Samsung Electronics (Equity) (2.1%), Alphabet Inc (1.9%), Dell Technologies Inc (1.9%), Micron Technology, Inc. (1.3%), Hewlett Packard Enterprise Co (1.2%). Go to all LSVGX holdings, LSVGX sectors, or LSVGX dividends.

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