LVAVX Mutual Fund
LVAVX Mutual Fund
LVAVX Mutual Fund
LSV Conservative Value Equity Fund Investor Class
LVAVX Mutual Fund Overview
LVAVX Mutual Fund (LSV Conservative Value Equity Fund Investor Class) is managed by LSV Asset Management with $189.5M in net assets. LVAVX expense ratio is 0.60%, holding 193 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-10.
LVAVX performance shows a YTD return of 23.95%. The 1-year return is 31.43% and the 5-year return is 13.86%. LVAVX dividend yield stands at 1.45%, paid annually.
LVAVX top holdings include Apple Inc (5.4%), Amazon.Com Inc (5.1%), Microsoft Corp (3.8%), Exxonmobil Holdings Corp Common Stock Usd (2.0%), Jpmorgan Chase (2.0%). 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.