LSVMX Mutual Fund (LSV US Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $27.2M in net assets. LSVMX expense ratio is 0.55%, holding 114 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2014-06-25.

LSVMX performance shows a YTD return of 9.37%. The 1-year return is 17.28% and the 5-year return is 11.49%. LSVMX dividend yield stands at 19.97%, paid annually.

LSVMX 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 LSVMX holdings, sector breakdown, or dividend history.

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