LSV Value Equity’s research-focused, systematic approach is applied by a stable squad of academics. The fund's oldest share class is upgraded to a Morningstar Analyst Rating of Gold while the Investor share class retains a Silver rating.
Will LSVEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSVEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSVEX’s parent organization’s priorities and whether they’re in line with investors’ interests.