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LSV Conservative Value Equity Fund (LSVVX)

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17.10 +0.06    +0.35%
31/07 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 172.35M
Type:  Fund
Market:  United States
Issuer:  LSV Fund
Asset Class:  Equity
LSV Conservative Value Equity 17.10 +0.06 +0.35%

LSVVX Overview

 
Find key information about the LSV Conservative Value Equity Fund fund including performance, price, total assets, risk rating, minimum investment, market cap and category. Review manager background, investment policies (including diversification), and past performance. In addition we provide you related LSVVX news, analysis tools, interactive charts and analysis articles. Add LSV Conservative Value Equity (LSVVX) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: US0075W06760)
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Rating
1-Year Change22.76%
Prev. Close17.04
Risk Rating
TTM Yield1.84%
ROE18.62%
IssuerLSV Fund
Turnover25%
ROA6.91%
Inception Date39171
Total Assets172.35M
Expenses0.35%
Min. Investment100,000
Market Cap84.46B
CategoryLarge Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1035 1088 1183 1523 1966 3098
Fund Return 3.47% 8.81% 18.26% 15.05% 14.47% 11.97%
Place in category 716 208 177 267 157 332
% in Category 62 21 17 27 16 43

Top Equity Funds by LSV Fund

  Name Rating Total Assets YTD% 3Y% 10Y%
  LSV Value Equity 1.01B 14.49 17.96 11.68
  LSV Small Cap Value 697.06M 18.32 15.72 9.73

Top Funds for Large Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds Washington Mutual A 97.8B 7.31 17.67 13.36
  Dodge & Cox Stock 67.83B 3.80 13.99 13.14
  Vanguard Equity-Income Adm 60.41B 8.18 15.97 11.78
  Vanguard Windsor II Admiral 53.63B 6.70 16.48 13.08
  American Funds Washington Mutual R6 49.26B 7.46 18.01 13.70

Top Holdings

Name ISIN Weight % Last Change %
JPMorgan Chase & Co - 2.96 - -
Alphabet Inc Class A - 2.81 - -
Berkshire Hathaway Inc Class B - 2.38 - -
Exxon Mobil Corp - 2.24 - -
Wells Fargo & Co - 1.84 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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