LSV Small Cap Value’s impressive team of researchers and disciplined approach to deep-value investing earns its Investor share class a Morningstar Analyst Rating of Silver and upgrades its cheaper Institutional share class to Gold.
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.