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LSV Small Cap Value Fund Institutional Class (LSVQX)

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20.56 +0.02 +0.10%

01/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

Morningstar Rating:
Total Assets: 640.16M

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LSVQX Overview

Find basic information about the LSV Small Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LSVQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change19.33%

Prev. Close20.54

Risk Rating

TTM Yield1.82%

ROE13.04%

IssuerLSV Fund

Turnover33%

ROA4.48%

Inception Date41333

Total Assets640.16M

Expenses0.83%

Min. Investment100,000

Market Cap3.11B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1026	1026	1158	1412	1444	2233
Fund Return	2.6%	2.6%	15.78%	12.17%	7.62%	8.36%
Place in category	306	306	307	174	107	246
% in Category	67	67	70	44	30	70

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		927.58M	2.83	15.31	10.61
	LSV Conservative Value Equity		156.72M	3.47	15.05	11.97

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	21.59B	3.11	13.37	10.11
DFA US Small Cap Value I	18.7B	6.84	14.71	10.88
DFA US Targeted Value I	15.78B	5.44	14.28	11.12
Vanguard Small Cap Value Index I	6.45B	3.12	13.38	10.12
Invesco SmallCapValue Y	6.42B	9.86	25.93	16.07

Top Holdings

Name	ISIN	Weight %	Last	Change %
Jazz Pharma	IE00B4Q5ZN47	1.51	208.11	+2.66%
Matador	-	1.39	63.78	+2.28%
Ryder System	-	1.33	233.21	-6.71%
Oshkosh	-	1.20	149.65	-3.63%
UGI	-	1.17	35.00	-1.13%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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