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LSV Value Equity Fund (LSVEX)

US Funds

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30.49 +0.27 +0.89%

24/07 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1B

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

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LSVEX Overview

Find key information about the LSV 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 LSVEX news, analysis tools, interactive charts and analysis articles. Add LSV Value Equity (LSVEX) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: US00758M6342)

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Rating

1-Year Change8.43%

Prev. Close30.22

Risk Rating

TTM Yield1.66%

ROE18.83%

IssuerLSV Fund

Turnover8%

ROA6.67%

Inception Date36250

Total Assets1B

Expenses0.66%

Min. Investment100,000

Market Cap40.72B

CategoryMid - Cap Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1145	1113	1286	1641	1691	3019
Fund Return	14.49%	11.34%	28.63%	17.96%	11.08%	11.68%
Place in category	151	197	102	74	71	63
% in Category	34	42	20	19	21	25

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Small Cap Value		692.78M	18.32	15.72	9.73
	LSV Conservative Value Equity		169.11M	3.47	15.05	11.97

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Mid-Cap Value Index Admira	14.29B	12.58	15.14	10.76
JHancock Disciplined Value Mid Cap	14.45B	10.96	13.88	11.01
Bridge Builder Small/Mid Cap Value	10.42B	16.86	15.99	10.88
Victory Sycamore Established Value6	9.33B	14.81	11.30	11.48
MFS Mid Cap Value R6	9.48B	13.02	13.47	10.86

Top Holdings

Name	ISIN	Weight %	Last	Change %
Cisco	-	2.22	114.17	+1.25%
Citigroup	-	2.02	132.19	+0.24%
Alphabet A	-	1.90	319.74	+0.65%
Dell Tech	-	1.85	437.50	-0.42%
Hewlett Packard	-	1.78	47.69	+0.10%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	LSV Value Equity	30.49	+0.27	+0.89%