LSVMX Mutual Fund

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 Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LSVMX performance shows a YTD return of 15.30%. The 1-year return is 24.78% and the 5-year return is 10.64%. LSVMX dividend yield stands at 18.94%, paid annually.

LSVMX top holdings include Cisco Systems Inc. - Ordinary Shares (3.4%), Verizon Communic (2.7%), Synnex Technology International Co (2.3%), AT&T Inc. (2.2%), Exxon Mobil Corp. (2.0%). Go to all LSVMX holdings, LSVMX sectors, or LSVMX dividends.

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