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LSV Value Equity LSVEX

Analyst rating as of
NAV / 1-Day Return
27.93  /  0.96 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Below Average
Longest Manager Tenure
21.92 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.14%
Turnover
24%
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Morningstar’s Analysis

Will LSVEX outperform in future?

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

A deep bench of academic-focused researchers applies a systematic approach to deep-value investing.

Summary

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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.

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