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LSV US Managed Volatility Institutional LSVMX

Quantitative rating as of | See LSV Investment Hub
  • NAV / 1-Day Return 11.85  /  0.17 %
  • Total Assets 42.3 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

Will LSVMX outperform in future?

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



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.

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