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Lsv Small Cap Value Fund Institutional Class (LSVQX)

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17.96 -0.04 -0.22%

20/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 517.72M

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 Change - 3.02%

Prev. Close18

Risk Rating

TTM Yield1.91%

ROE13.82%

IssuerLSV Fund

Turnover25%

ROA4.63%

Inception Date41333

Total Assets517.72M

Expenses0.83%

Min. Investment100,000

Market Cap2.74B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	904	884	988	1180	2094	1769
Fund Return	-9.64%	-11.64%	-1.22%	5.66%	15.93%	5.87%
Place in category	98	76	219	72	71	200
% in Category	27	23	46	22	21	58

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		938.54M	-3.40	7.36	7.74
	LSV Conservative Value Equity		129.07M	25.09	12.74	9.26

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	18.63B	-8.54	5.34	7.47
DFA US Small Cap Value I	15.11B	-13.08	5.08	6.98
DFA US Targeted Value I	12.76B	-11.45	5.42	7.54
Vanguard Small Cap Value Index I	5.66B	-8.54	5.35	7.48
Invesco SmallCapValue Y	3.89B	-10.90	12.68	10.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
CNO Financial	US12621E1038	1.57	38.58	-1.67%
UGI	US9026811052	1.29	35.64	-1.10%
Jazz Pharma	IE00B4Q5ZN47	1.20	110.96	-0.05%
Exelixis	US30161Q1040	1.17	44.21	-0.35%
MGIC Investment	US5528481030	1.16	26.28	-1.26%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	LSV Small Cap Val.	17.96	-0.04	-0.22%