Morningstar

LSV Global Value Fund Institutional Class LSVGX

Morningstar Medalist Rating
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Medalist Rating as of See LSV Investment Hub
  • NAV / 1-Day Return $21.31  /  −0.23 %
  • Fund Size $115.5M
  • Adjusted Expense Ratio 0.900%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 2.09%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis LSVGX

Will LSVGX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSVGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSVGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSVGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LSV Global Value Institutional holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings LSVGX

More LSVGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
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