The Morningstar Analyst rating for LSV Value Equity’s cheaper no-load share class has dropped from Gold, but the strategy’s impressive team of researchers and disciplined, systematic approach to deep-value investing still earn its share classes 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.