Lsv Value Equity Fund Quote

LVAEX Fund  USD 25.96  0.09  0.35%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Lsv Value is trading at 25.96 as of the 19th of March 2025; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 26.05. Lsv Value has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. Lsv Value is traded on NASDAQ Exchange in the United States. More on Lsv Value Equity

Moving together with Lsv Mutual Fund

  0.61LSVGX Lsv Global ValuePairCorr
  0.79LSVEX Lsv Value EquityPairCorr
  0.84LSVQX Lsv Small CapPairCorr
  0.91LSVVX Lsv Servative ValuePairCorr

Lsv Mutual Fund Highlights

Fund ConcentrationLSV Fund Funds, Large Funds, Large Value Funds, Large Value, LSV Fund (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Lsv Value Equity [LVAEX] is traded in USA and was established 19th of March 2025. Lsv Value is listed under LSV Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of LSV Fund family. This fund now has accumulated 1.38 B in assets with no minimum investment requirementsLsv Value Equity is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.02%, while the total return for the last 3 years was 7.19%.
Check Lsv Value Probability Of Bankruptcy

Instrument Allocation

Top Lsv Value Equity Mutual Fund Constituents

JNJJohnson JohnsonStockHealth Care
CVXChevron CorpStockEnergy
AMGNAmgen IncStockHealth Care
VZVerizon CommunicationsStockCommunication Services
TATT IncStockCommunication Services
PFEPfizer IncStockHealth Care
ORCLOracleStockInformation Technology
MSMorgan StanleyStockFinancials
More Details

Lsv Value Equity Risk Profiles

Lsv Value Against Markets

Other Information on Investing in Lsv Mutual Fund

Lsv Value financial ratios help investors to determine whether Lsv Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lsv with respect to the benefits of owning Lsv Value security.
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