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LSV Value Equity Fund (LSVEX)

US Funds

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29.80 -0.01 -0.03%

16/06 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 981.41M

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

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LSVEX Overview

Find basic information about the LSV Value Equity Fund 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 LSVEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change12.28%

Prev. Close29.81

Risk Rating

TTM Yield1.66%

ROE18.19%

IssuerLSV Fund

Turnover12%

ROA6.44%

Inception Date36250

Total Assets981.41M

Expenses0.67%

Min. Investment100,000

Market Cap40.25B

CategoryMid - Cap Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1143	1080	1333	1774	1654	2977
Fund Return	14.26%	7.98%	33.33%	21.06%	10.58%	11.53%
Place in category	86	26	64	42	46	50
% in Category	19	7	14	12	15	21

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Small Cap Value		672.33M	12.68	17.77	9.12
	LSV Conservative Value Equity		164.77M	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	14.03B	10.24	17.60	10.56
JHancock Disciplined Value Mid Cap	14.21B	6.22	15.67	10.39
Bridge Builder Small/Mid Cap Value	10.28B	11.24	17.27	10.19
Victory Sycamore Established Value6	9.44B	10.07	12.53	11.02
MFS Mid Cap Value R6	9.4B	8.10	14.98	10.26

Top Holdings

Name	ISIN	Weight %	Last	Change %
Alphabet A	-	2.23	373.25	+1.06%
Verizon	-	1.88	46.73	-0.72%
Citigroup	-	1.87	142.99	+1.26%
Bristol-Myers Squibb	-	1.80	55.92	-0.57%
Merck&Co	-	1.70	115.17	+0.23%

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	29.80	-0.01	-0.03%