LVAVX Mutual Fund

LVAVX Mutual Fund (LSV Conservative Value Equity Fund Investor Class) is managed by LSV Asset Management. LVAVX expense ratio is 0.60%, holding 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-06-10.

LVAVX performance shows a YTD return of 18.78%. The 1-year return is 26.78% and the 5-year return is 13.57%. LVAVX dividend yield stands at 1.51%.

LVAVX top holdings include Amazon.Com Inc (5.6%), Apple, Inc (4.7%), Jpmorgan Chase (2.5%), Microsoft Corp (2.3%), Exxonmobil Holdings Corp Common Stock Usd (2.1%). Go to all LVAVX holdings, LVAVX sectors, or LVAVX dividends.

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