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Morningstar

LSV Value Equity LSVEX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
24.50  /  2.90 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Average
Longest Manager Tenure
23.51 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.17%
Turnover
9%

Morningstar’s Fund Analysis LSVEX

Will LSVEX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LSVEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LSVEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A deep-value stalwart.

Analyst

Summary

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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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