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LSV Conservative Value Equity LSVVX

Quantitative rating as of
  • NAV / 1-Day Return 13.15  /  0.46 %
  • Total Assets 146.0 Mil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.51%
  • Turnover 18%

Morningstar’s Analysis LSVVX

Will LSVVX outperform in future?

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

Summary

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A strong management team and sound investment process underpin LSV Conservative Value Equity's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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