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LSV Value Equity LSVEX

Analyst rating as of
NAV / 1-Day Return
31.39  /  0.32 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
22.68 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.94%
Turnover
24%
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Morningstar’s Analysis

Will LSVEX outperform in future?

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

A top-notch team with a disciplined deep-value approach.

Summary

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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.

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