LVAEX Mutual Fund

NAV$31.32

AUM$222M

TER0.92%

Holdings137

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LVAEX Mutual Fund

NAV$31.32

LSV Value Equity Fund Investor Class

AUM$222M

TER0.92%

Holdings137

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of LVAEX

Sector concentration, industry allocation and the exact weight of every sector.

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From MarketXLS, trusted since 2014.

Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

LVAEX Mutual Fund Sector Allocation

LVAEX sector allocation breaks down across Information Technology (1.0%), Consumer Staples (0.5%). Across 137 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

LVAEX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

LVAEX geographic allocation shows country exposure. LVAEX overlap calculator reveals how sector exposure compares with other funds.