LSV Emerging Markets Equity Fund Institutional Class Shares LSVZX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.67  /  −1.43%
  • Fund Size$551.7M
  • Adjusted Expense Ratio0.950%
  • Net Expense Ratio0.950%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryDiversified Emerging Markets
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield2.54%
  • Turnover Ratio27%

Morningstar’s Analysis LSVZX

Will LSVZX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LSV Emerging Markets Equity Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings LSVZX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

7.9548M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.2832M
Technology

SK Square

2.6416M
Financial Services

SK hynix Inc

2.5816M
Technology

Lenovo Group Ltd

1.7310M
Technology

Hon Hai Precision Industry Co Ltd

1.7010M
Technology

Tencent Holdings Ltd

1.197M
Communication Services

United Microelectronics Corp

1.087M
Technology

KGI Financial Holding Co Ltd

0.976M
Financial Services

Asustek Computer Inc

0.845M
Technology

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