Morningstar

LSV Mutual Funds

View all of LSV’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

LSV Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
LSV Emerging Markets Equity Fund Investor Class SharesLVAZXDiversified Emerging Mkts
22.32%141.200%AverageNo Load$1,000
LSV Value Equity Fund Investor ClassLVAEXMid-Cap Value
23.45%150.920%AverageNo Load$1,000
LSV Global Value Fund Investor ClassLVAGXGlobal Large-Stock Value
26.41%41.150%Above AverageNo Load$1,000
LSV Value Equity FundLSVEXMid-Cap Value
23.71%140.670%Below AverageInstitutional$100,000
LSV Global Value Fund Institutional ClassLSVGXGlobal Large-Stock Value
26.69%30.900%AverageInstitutional$100,000
LSV Emerging Markets Equity Fund Institutional Class SharesLSVZXDiversified Emerging Mkts
22.52%130.950%Below AverageInstitutional$100,000
LSV U.S. Managed Volatility Fund Investor ClassLVAMXMid-Cap Value
20.33%270.800%Below AverageNo Load$1,000
LSV Conservative Value Equity FundLSVVXLarge Value
25.76%40.350%LowInstitutional$100,000
LSV U.S. Managed Volatility Fund Institutional ClassLSVMXMid-Cap Value
20.46%270.550%LowInstitutional$100,000
LSV Conservative Value Equity Fund Investor ClassLVAVXLarge Value
25.45%50.600%Below AverageNo Load$1,000
LSV Global Managed Volatility Fund Institutional ClassLSVFXGlobal Large-Stock Value
19.60%150.750%Below AverageInstitutional$100,000
LSV Small Cap Value Fund Institutional ClassLSVQXSmall Value
21.95%140.830%Below AverageInstitutional$100,000
LSV Small Cap Value Fund Investor ClassLVAQXSmall Value
21.69%151.080%AverageNo Load$1,000
LSV Global Managed Volatility Fund Investor ClassLVAFXGlobal Large-Stock Value
19.39%191.000%AverageNo Load$1,000

LSV Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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