LVAVX Mutual Fund

LVAVX Mutual Fund (LSV Conservative Value Equity Fund Investor Class) is managed by LSV Asset Management. LVAVX expense ratio is 0.60%, holding 198 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2014-06-10.

LVAVX performance shows a YTD return of 20.80%. The 1-year return is 37.46% and the 5-year return is 13.55%. LVAVX dividend yield stands at 11.17%, paid annually.

LVAVX top holdings include Alphabet Inc Common Stock USD 0.001 (3.0%), Jpmorgan Chase (2.4%), Exxon Mobil Corp. (2.3%), Berkshire Hathaway, Inc. (2.0%), Lsv Tri-Party Repo Morgan Stanley (1.7%). Go to all LVAVX holdings, LVAVX sectors, or LVAVX dividends.

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