LSVZX Mutual Fund

LSVZX Mutual Fund (LSV Emerging Markets Equity Fund Institutional Class Shares) is managed by LSV Asset Management with $522.6M in net assets. LSVZX expense ratio is 0.95%, holding 274 positions across sectors including Financials, Materials, Industrials. Inception date: 2019-01-17.

LSVZX performance shows a YTD return of 23.56%. The 1-year return is 46.71% and the 5-year return is 16.05%. LSVZX dividend yield stands at 4.20%, paid annually.

LSVZX top holdings include Petrochina Company Limited (class H) (0.9%), Itausa - Investimentos Itau Sa (0.8%), Gold Fields Ltd (0.6%), Geely Automobile Holdings Ltd. Shs (0.5%), Nmdc Ltd. (0.5%). Go to all LSVZX holdings, LSVZX sectors, or LSVZX dividends.

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