LVAMX Mutual Fund

LVAMX Mutual Fund (LSV US Managed Volatility Fund Investor Class) is managed by LSV Asset Management with $130,000 in net assets. LVAMX expense ratio is 0.80%, holding 114 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LVAMX performance shows a YTD return of 15.15%. The 1-year return is 24.42% and the 5-year return is 10.35%. LVAMX dividend yield stands at 18.31%, paid annually.

LVAMX top holdings include Cisco Systems Inc. - Ordinary Shares (3.4%), Verizon Communic (2.7%), Synnex Technology International Co (2.3%), AT&T Inc (2.2%), Exxon Mobil Corp. (2.0%). Go to all LVAMX holdings, LVAMX sectors, or LVAMX dividends.

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