Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 5 of 5 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 Shares | LVAZX | Diversified Emerging Mkts | 31.61% | 14 | 1.200% | Average | No Load | $1,000 | ||
| LSV Global Value Fund Investor Class | LVAGX | Global Large-Stock Value | 25.65% | 4 | 1.150% | Above Average | No Load | $1,000 | ||
| LSV Value Equity Fund | LSVEX | Mid-Cap Value | 19.06% | 9 | 0.670% | Below Average | Institutional | $100,000 | ||
| LSV Emerging Markets Equity Fund Institutional Class Shares | LSVZX | Diversified Emerging Mkts | 31.79% | 14 | 0.950% | Below Average | Institutional | $100,000 | ||
| LSV Global Value Fund Institutional Class | LSVGX | Global Large-Stock Value | 25.92% | 3 | 0.900% | Average | Institutional | $100,000 |
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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States