LSVFX Mutual Fund

LSVFX Mutual Fund (LSV Global Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $11.0M in net assets. LSVFX expense ratio is 0.75%, holding 142 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LSVFX performance shows a YTD return of 14.94%. The 1-year return is 20.83% and the 5-year return is 13.98%. LSVFX dividend yield stands at 2.88%.

LSVFX top holdings include Cisco Systems Inc. - Ordinary Shares (3.0%), Bristol-Myers Squibb Co. (2.0%), Jazz Pharmaceuticals Plc. (1.8%), Arrow Electronics Inc. (1.6%), Bank Of New York Mellon Corp (1.4%). Go to all LSVFX holdings, LSVFX sectors, or LSVFX dividends.

LSVFX can be compared against other funds. Use LSVFX overlap to find shared positions, or LSVFX vs another fund for a side-by-side view. LSVFX alternatives are available via the screener, along with tax-loss harvesting opportunities.