LSVVX Mutual Fund
LSVVX Mutual Fund
LSVVX Mutual Fund
LSV Conservative Value Equity Fund Institutional Class
LSVVX Mutual Fund Overview
LSVVX Mutual Fund (LSV Conservative Value Equity Fund Institutional Class) is managed by LSV Asset Management. LSVVX expense ratio is 0.35%, holding 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2007-03-30.
LSVVX performance shows a YTD return of 19.00%. The 1-year return is 27.14% and the 5-year return is 15.61%. LSVVX dividend yield stands at 1.76%.
LSVVX top holdings include Amazon.Com Inc (5.6%), Apple, Inc (4.7%), Jpmorgan Chase (2.5%), Microsoft Corp (2.3%), Exxonmobil Holdings Corp Common Stock Usd (2.1%). 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.