LSVMX Mutual Fund

LSVMX Mutual Fund (LSV US Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $28.7M 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 18.42%. The 1-year return is 22.61% and the 5-year return is 12.60%. LSVMX dividend yield stands at 18.44%, paid annually.

LSVMX top holdings include Cisco Systems Inc. - Ordinary Shares (3.4%), Verizon Communications Inc Vz (2.7%), Synnex Corp (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.