LSVVX Mutual Fund

LSVVX Mutual Fund (LSV Conservative Value Equity Fund Institutional Class) is managed by LSV Asset Management. LSVVX expense ratio is 0.35%, holding 198 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2007-03-30.

LSVVX performance shows a YTD return of 21.02%. The 1-year return is 37.83% and the 5-year return is 13.84%. LSVVX dividend yield stands at 11.31%, paid annually.

LSVVX top holdings include Alphabet Inc Common Stock USD 0.001 (3.0%), Jpmorgan Chase (2.4%), Exxon Mobil Corp. (2.3%), Berkshire Hathaway, Inc. (2.0%), Sold IDR Bought USD 20251015 (1.7%). Go to all LSVVX holdings, LSVVX sectors, or LSVVX dividends.

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