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LSV Small Cap Value Institutional LSVQX

Analyst rating as of
  • NAV / 1-Day Return 17.19  /  0.82 %
  • Total Assets 425.8 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.02%
  • Turnover 33%

Morningstar’s Analysis LSVQX

Will LSVQX outperform in future?

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

A deep-value stalwart.

Analyst

Summary

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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.

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