LSV Small Cap Value’s seasoned, stable, and knowledgeable investment team coupled with its sound quantitative approach earn the strategy a Morningstar Analyst Rating of Gold for its cheapest share class and Silver for its no-load share class.
Will LSVQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVQX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSVQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSVQX’s parent organization’s priorities and whether they’re in line with investors’ interests.