LSVZX – LSV Emerging Markets Equity Instl 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 emerging market companies. This investment policy can be changed by the fund upon 60 days' prior written notice to shareholders. The equity securities in which the fund invests are mainly common stocks, but may also include preferred stocks, American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs" and, together with ADRs, "Depositary Receipts").

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
LVAZX	LSV Emerging Markets Equity Fund Investor Class Shares	No Load	Open			Jan 17, 2019	$4.14M	1.200%	Average	$1,000	−$2.93M
LSVZX	LSV Emerging Markets Equity Fund Institutional Class Shares	Institutional	Open			Jan 17, 2019	$601.23M	0.950%	Below Average	$100,000	$307.98M

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