Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
LSV Mutual Funds
View all of LSV’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
LSV Funds List
Share Class Type
1 to 14 of 14 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| LSV Emerging Markets Equity Instl | LSVZX | Diversified Emerging Mkts | 9.43% | 13 | 0.950% | Below Average | Institutional | $100,000 | ||
| LSV Emerging Markets Equity Inv | LVAZX | Diversified Emerging Mkts | 7.80% | 14 | 1.200% | Average | No Load | $1,000 | ||
| LSV Global Managed Volatility Instl | LSVFX | Global Large-Stock Value | 6.82% | 55 | 0.750% | Below Average | Institutional | $100,000 | ||
| LSV Global Managed Volatility Investor | LVAFX | Global Large-Stock Value | 5.61% | 59 | 1.000% | Average | No Load | $1,000 | ||
| LSV Global Value Institutional | LSVGX | Global Large-Stock Value | 7.97% | 31 | 0.900% | Average | Institutional | $100,000 | ||
| LSV Global Value Investor | LVAGX | Global Large-Stock Value | 8.39% | 33 | 1.150% | Above Average | No Load | $1,000 | ||
| LSV Small Cap Value Investor | LVAQX | Small Value | 1.55% | 67 | 1.100% | Average | No Load | $1,000 | ||
| LSV Conservative Value Equity | LSVVX | Large Value | 9.75% | 19 | 0.350% | Low | Institutional | $100,000 | ||
| LSV Conservative Value Equity Investor | LVAVX | Large Value | 9.61% | 20 | 0.600% | Below Average | No Load | $1,000 | ||
| LSV Small Cap Value Institutional | LSVQX | Small Value | 0.39% | 67 | 0.850% | Below Average | Institutional | $100,000 | ||
| LSV US Managed Volatility Institutional | LSVMX | Large Value | 6.05% | 61 | 0.550% | Below Average | Institutional | $100,000 | ||
| LSV US Managed Volatility Investor | LVAMX | Large Value | 7.05% | 62 | 0.800% | Average | No Load | $1,000 | ||
| LSV Value Equity | LSVEX | Large Value | 7.45% | 37 | 0.680% | Average | Institutional | $100,000 | ||
| LSV Value Equity Investor | LVAEX | Large Value | 8.41% | 32 | 0.930% | Above Average | No Load | $1,000 |
LSV Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank