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.
- NAV / 1-Day Return 25.48 / 0.31 %
- Total Assets 1.5 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis LSVEX
Will LSVEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.