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 204 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2014-06-10.

LVAVX performance shows a YTD return of 23.80%. The 1-year return is 33.60% and the 5-year return is 13.57%. LVAVX dividend yield stands at 10.90%, paid annually.

LVAVX top holdings include Micron Technology, Inc. (3.1%), Alphabet Inc,class A (2.7%), Jpmorgan Chase (2.4%), Berkshire Hathaway Inc Brk/B Us Equity (2.0%), Exxon Mobil Corp. (1.9%). 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.