LSVQX – LSV Small Cap Value Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization of less than $2.5 billion, or the highest market capitalization in the Russell 2000® Value Index, whichever is greater, at the time of initial purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LVAQX	LSV Small Cap Value Fund Investor Class	No Load	Open			Jun 10, 2014	$10.72M	1.080%	Average	$1,000	−$837,610.48
LSVQX	LSV Small Cap Value Fund Institutional Class	Institutional	Open			Feb 28, 2013	$562.29M	0.830%	Below Average	$100,000	−$46.79M

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