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 Information Technology, Financials, Communication Services. 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 16.06%. LSVZX dividend yield stands at 4.20%, paid annually.

LSVZX top holdings include Samsung Electronics Ltd. (8.1%), Taiwan Semiconductor Manufacturing Co. Ltd. (5.3%), Sk Hynix Inc Common Stock KRW 5000 (4.1%), SK Square Co. Ltd. (3.7%), 5253 Triparty Repo Morgan 3.3 (2.6%). 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.