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Morningstar

LSV Value Equity LSVEX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 25.48  /  0.31 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    0.660%
  • 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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s 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

| by Paul Ruppe

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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