LVAVX – LSV Conservative Value Equity 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. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion 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
LVAVX	LSV Conservative Value Equity Fund Investor Class	No Load	Open			Jun 10, 2014	$240,903.00	0.600%	Below Average	$1,000	$19,072.55
LSVVX	LSV Conservative Value Equity Fund	Institutional	Open			Mar 30, 2007	$180.26M	0.350%	Low	$100,000	$8.78M

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