LVAMX – LSV US Managed Volatility Investor 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 U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $100 million or more at the time of 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
LVAMX	LSV U.S. Managed Volatility Fund Investor Class	No Load	Open			Jun 25, 2014	$171,446.00	0.800%	Below Average	$1,000	−$14,756.95
LSVMX	LSV U.S. Managed Volatility Fund Institutional Class	Institutional	Open			Jun 25, 2014	$28.18M	0.550%	Low	$100,000	$214,772.16

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