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LSV Small Cap Value Institutional LSVQX

Analyst rating as of
NAV / 1-Day Return
11.25  /  0.72 %
Total Assets
251.0 Mil
Adj. Expense Ratio
0.810%
Expense Ratio
0.810%
Fee Level
Below Average
Longest Manager Tenure
7.66 years
Category
US Fund Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.83%
Turnover
31%
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Morningstar’s Analysis

Will LSVQX outperform in future?

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

A deep bench of academic-focused researchers applies a systematic approach to deep-value investing.

Summary

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LSV Small Cap Value’s research-focused, systematic approach is applied by a stable squad of academics. Both share classes retain a Morningstar Analyst Rating of Silver.

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