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LSV Value Equity LSVEX

Analyst rating as of
  • NAV / 1-Day Return 25.48  /  0.31 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.26%
  • Turnover 28%

Morningstar’s Analysis LSVEX

Will LSVEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A deep-value stalwart.




LSV Value Equity’s seasoned, stable, and knowledgeable investment team coupled with its sound quantitative approach earn the strategy a Morningstar Analyst Rating of Silver.

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