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LSV Small Cap Value Institutional LSVQX

Analyst rating as of
NAV / 1-Day Return
17.17  /  1.90 %
Total Assets
422.8 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Below Average
Longest Manager Tenure
8.21 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.45%
Turnover
23%
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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 topnotch team with a disciplined deep-value approach.

Summary

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LSV Small Cap Value’s impressive team of researchers and disciplined approach to deep-value investing earns its Investor share class a Morningstar Analyst Rating of Silver and upgrades its cheaper Institutional share class to Gold.

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