LSVFX – LSV Global Managed Volatility Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies located throughout the world. Under normal market conditions, the fund will invest in at least three countries, including the United States, and at least 40% of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LVAFX	LSV Global Managed Volatility Fund Investor Class	No Load	Open			Jun 25, 2014	$523,763.00	1.000%	Average	$1,000	$329,595.30
LSVFX	LSV Global Managed Volatility Fund Institutional Class	Institutional	Open			Jun 25, 2014	$10.58M	0.750%	Below Average	$100,000	−$1.27M

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