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Lsv Small Cap Value Fund Institutional Class (LSVQX)

US Funds

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19.02 +0.15 +0.79%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 518.28M

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 Change8.7%

Prev. Close18.87

Risk Rating

TTM Yield1.73%

ROE13.36%

IssuerLSV Fund

Turnover25%

ROA4.90%

Inception Date41333

Total Assets518.28M

Expenses0.83%

Min. Investment100,000

Market Cap2.91B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1074	998	1074	1198	1515	1980
Fund Return	7.39%	-0.21%	7.39%	6.2%	8.66%	7.07%
Place in category	334	236	334	92	216	220
% in Category	66	51	66	24	54	63

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		1.07B	14.01	6.49	8.27
	LSV Conservative Value Equity		132.07M	25.09	12.74	9.26

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	20.89B	12.39	5.74	8.67
DFA US Small Cap Value I	16.7B	9.57	7.93	8.61
DFA US Targeted Value I	13.78B	9.33	7.55	9.16
Vanguard Small Cap Value Index I	6.23B	12.41	5.75	8.68
Pear Tree Polaris Small Cap Ord	3.92B	8.69	5.18	6.74

Top Holdings

Name	ISIN	Weight %	Last	Change %
CNO Financial	US12621E1038	1.39	40.06	+1.70%
Exelixis	US30161Q1040	1.17	33.55	+1.30%
Ryder System	US7835491082	1.14	158.45	-0.21%
Jazz Pharma	IE00B4Q5ZN47	1.12	121.53	-0.08%
Group 1 Automotive	US3989051095	1.07	471.63	+2.90%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	LSV Small Cap Val.	19.02	+0.15	+0.79%