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LSV Small Cap Value Institutional LSVQX

Analyst rating as of
NAV / 1-Day Return
15.27  /  3.11 %
Total Assets
362.0 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Below Average
Longest Manager Tenure
9.32 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.52%
Turnover
24%

Morningstar’s Analysis

Will LSVQX outperform in future?

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

A deep-value stalwart.

Analyst

Summary

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LSV Small Cap Value’s seasoned, stable, and knowledgeable investment team coupled with its sound quantitative approach earn the strategy a Morningstar Analyst Rating of Gold for its cheapest share class and Silver for its no-load share class.

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