A strong management team and sound investment process underpin LSV US Managed Volatility Institutional's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 11.41 / 0.97 %
- Total Assets 40.4 Mil
-
Adj. Expense Ratio
0.550%
- Expense Ratio 0.550%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 2.21%
- Turnover 18%
Morningstar’s Analysis LSVMX
Will LSVMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 104
- Bond Holdings 0
- Other Holdings 4
- % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector