LVAFX Mutual Fund

LVAFX Mutual Fund (LSV Global Managed Volatility Fund Investor Class) is managed by LSV Asset Management with $400,000 in net assets. LVAFX expense ratio is 1.00%, holding 142 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LVAFX performance shows a YTD return of 16.65%. The 1-year return is 29.24% and the 5-year return is 11.81%. LVAFX dividend yield stands at 8.69%, paid annually.

LVAFX top holdings include Cisco Systems Inc. - Ordinary Shares (2.6%), Arrow Electronics Inc. (1.5%), Synnex Technology International Co (1.4%), Novartis Ag Ordinary Shares (1.3%), Hsbc Securities Inc (1.3%). Go to all LVAFX holdings, LVAFX sectors, or LVAFX dividends.

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