LVAQX Mutual Fund (LSV Small Cap Value Fund Investor Class) is managed by LSV Asset Management with $11.0M in net assets. LVAQX expense ratio is 1.08%, holding 223 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2014-06-10.

LVAQX performance shows a YTD return of 17.39%. The 1-year return is 29.85% and the 5-year return is 9.85%. LVAQX dividend yield stands at 6.66%, paid annually.

LVAQX top holdings include Associated Banc-Corp (1.0%), Avnet Inc (0.9%), Atkore International Group Inc (0.8%), Borgwarner Inc. (0.8%), Synnex Corp (0.7%). View all LVAQX holdings, sector breakdown, or dividend history.

LVAQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LVAQX alternatives are available via the screener, along with tax-loss harvesting opportunities.