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LSV Small Cap Value Fund Institutional Class (LSVQX)

US Funds

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22.23 +0.22 +1.00%

24/07 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 692.78M

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

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LSVQX Overview

Find key information about the LSV Small Cap Value Fund Institutional Class 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 LSVQX news, analysis tools, interactive charts and analysis articles. Add LSV Small Cap Value (LSVQX) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: US00769G5356)

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Rating

1-Year Change17.87%

Prev. Close22.01

Risk Rating

TTM Yield1.59%

ROE14.23%

IssuerLSV Fund

Turnover10%

ROA4.99%

Inception Date41333

Total Assets692.78M

Expenses0.82%

Min. Investment100,000

Market Cap3.39B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1183	1153	1302	1550	1596	2532
Fund Return	18.32%	15.32%	30.19%	15.72%	9.81%	9.73%
Place in category	334	302	292	217	103	250
% in Category	66	56	64	49	29	70

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		1B	14.49	17.96	11.68
	LSV Conservative Value Equity		169.11M	3.47	15.05	11.97

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	23.65B	15.82	16.08	10.99
DFA US Small Cap Value I	19.39B	18.63	17.06	11.93
DFA US Targeted Value I	16.76B	18.48	17.05	12.27
Vanguard Small Cap Value Index I	7.19B	15.83	16.09	11.00
Invesco SmallCapValue Y	6.65B	34.85	31.54	19.10

Top Holdings

Name	ISIN	Weight %	Last	Change %
Jazz Pharma	IE00B4Q5ZN47	1.65	253.87	-0.39%
Exelixis	-	1.23	55.37	-0.50%
CNO Financial	-	1.17	53.23	+1.20%
Oshkosh	-	1.08	155.14	+2.09%
Ryder System	-	1.06	267.68	-0.09%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	LSV Small Cap Val.	22.23	+0.22	+1.00%