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LSV Small Cap Value Fund Institutional Class (LSVQX)

US Funds

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20.53 +0.07 +0.34%

21/05 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: LSV Fund

Asset Class: Equity

Morningstar Rating:
Total Assets: 639.86M

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LSV Small Cap Value Fund Institutional Class 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. (ISIN: US00769G5356)

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Rating

1-Year Change11.5%

Prev. Close20.46

Risk Rating

TTM Yield1.68%

ROE13.04%

IssuerLSV Fund

Turnover33%

ROA4.48%

Inception Date41333

Total Assets639.86M

Expenses0.83%

Min. Investment100,000

Market Cap3.11B

CategorySmall Value

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1113	1069	1322	1566	1522	2394
Fund Return	11.33%	6.87%	32.21%	16.13%	8.76%	9.12%
Place in category	330	225	303	177	106	246
% in Category	68	49	67	45	30	70

Top Equity Funds by LSV Fund

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	LSV Value Equity		946.43M	10.07	17.88	11.23
	LSV Conservative Value Equity		158.14M	3.47	15.05	11.97

Top Funds for Small Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	22.99B	10.36	16.36	10.63
DFA US Small Cap Value I	18.44B	14.96	18.28	11.50
DFA US Targeted Value I	15.67B	13.40	17.98	11.70
Vanguard Small Cap Value Index I	6.86B	10.35	16.37	10.64
Invesco SmallCapValue Y	6.45B	22.68	30.60	17.23

Top Holdings

Name	ISIN	Weight %	Last	Change %
Jazz Pharma	IE00B4Q5ZN47	1.51	239.83	+0.18%
Matador	-	1.39	56.64	+0.98%
Ryder System	-	1.33	244.00	+2.33%
Oshkosh	-	1.20	128.51	+1.09%
UGI	-	1.17	35.65	-0.53%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	LSV Small Cap Val.	20.53	+0.07	+0.34%