A strong management team and sound investment process underpin LSV US Managed Volatility Institutional's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 11.78 / 0.59 %
- Total Assets 42.4 Mil
Adj. Expense Ratio
- Expense Ratio 0.550%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.19%
- Turnover 18%
Morningstar’s Analysis LSVMX
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