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LSV Small Cap Value Fund Institutional Class (LSVQX)

US Funds

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18.48 -0.28 -1.49%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 602.31M

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

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LSVQX Overview

Find basic information about the LSV Small Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LSVQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.63%

Prev. Close18.76

Risk Rating

TTM Yield1.76%

ROE13.47%

IssuerLSV Fund

Turnover33%

ROA4.77%

Inception Date41333

Total Assets602.31M

Expenses0.83%

Min. Investment100,000

Market Cap3.06B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1063	1072	1144	1354	1598	2491
Fund Return	6.29%	7.24%	14.36%	10.63%	9.83%	9.56%
Place in category	390	407	309	224	116	260
% in Category	80	82	70	53	31	74

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		870.99M	5.81	15.18	11.68
	LSV Conservative Value Equity		144.92M	3.47	15.05	11.97

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	22.82B	8.53	13.14	11.62
DFA US Small Cap Value I	17.31B	10.53	13.20	12.20
DFA US Targeted Value I	14.57B	9.60	13.17	12.46
Vanguard Small Cap Value Index I	6.87B	5.33	11.17	11.47
Invesco SmallCapValue Y	5.82B	18.62	26.18	18.28

Top Holdings

Name	ISIN	Weight %	Last	Change %
Jazz Pharma	IE00B4Q5ZN47	1.44	180.32	-2.76%
Ryder System Inc	-	1.32	-	-
UGI Corp	-	1.28	-	-
Exelixis Inc	-	1.22	-	-
CNO Financial Group Inc	-	1.21	-	-

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
LSV Small Cap Val.	18.48	-0.28	-1.49%
CNM	47.63	-1.53	-3.11%
VRNS	24.18	+0.09	+0.37%
GMA7	6.080	+0.040	+0.66%