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LSV Value Equity Investor LVAEX

Analyst rating as of
NAV / 1-Day Return
32.25  /  1.10 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Average
Longest Manager Tenure
22.56 years
Category
Large Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.83%
Turnover
24%
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Morningstar’s Analysis

Will LVAEX outperform in future?

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

A top-notch team with a disciplined deep-value approach.

Summary

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The Morningstar Analyst rating for LSV Value Equity’s cheaper no-load share class has dropped from Gold, but the strategy’s impressive team of researchers and disciplined, systematic approach to deep-value investing still earn its share classes a Silver rating.

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