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Morningstar

LSV Conservative Value Equity LSVVX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis LSVVX

Will LSVVX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LSVVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of LSVVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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