The Morningstar Analyst rating for LSV Value Equity’s cheaper no-load share class has dropped from Gold, but the strategy’s impressive team of researchers and disciplined, systematic approach to deep-value investing still earn its share classes a Silver rating.
LSV Value Equity LSVEX
NAV / 1-Day Return
28.53
/
0.66
%
Total Assets
1.9 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
22.83
years
Category
Large Value
Investment Style
Mid ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
1.82%
Turnover
9%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 top-notch team with a disciplined deep-value approach.
