LSVMX Mutual Fund

LSVMX Mutual Fund (LSV US Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $29.5M in net assets. LSVMX expense ratio is 0.55%, holding 114 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-25.

LSVMX performance shows a YTD return of 13.42%. The 1-year return is 16.51% and the 5-year return is 12.60%. LSVMX dividend yield stands at 2.03%.

LSVMX top holdings include Verizon Communic (2.4%), Synnex Corp (2.4%), Cisco Systems Inc. - Ordinary Shares (2.1%), Exxonmobil Holdings Corp Common Stock Usd (1.9%), Hewlett Packard Enterprise Co (1.8%). Go to all LSVMX holdings, LSVMX sectors, or LSVMX dividends.

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