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LSV Value Equity LSVEX

Analyst rating as of
NAV / 1-Day Return
26.28  /  3.22 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Average
Longest Manager Tenure
23.24 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.84%
Turnover
9%

Morningstar’s Analysis

Will LSVEX outperform in future?

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

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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