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.
- NAV / 1-Day Return 17.19 / 0.82 %
- Total Assets 425.8 Mil
Adj. Expense Ratio
- 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?
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