Lsv Us Financials
| LSVMX Fund | USD 10.06 0.10 1.00% |
Lsv |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Lsv Us Fund Summary
Lsv Us competes with Fidelity Advisor, Delaware Limited, Calvert Conservative, American Funds, and Pimco Diversified. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 100 million or more at the time of purchase.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US00769G4102 |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | LSV Fund |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 386 3578 |
| Currency | USD - US Dollar |
Lsv Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Us's current stock value. Our valuation model uses many indicators to compare Lsv Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Lsv Us competition to find correlations between indicators driving Lsv Us's intrinsic value. More Info.Lsv Managed Volatility is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 265.10 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Lsv Us' earnings, one of the primary drivers of an investment's value.Lsv Us February 16, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Lsv Us help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Lsv Managed Volatility. We use our internally-developed statistical techniques to arrive at the intrinsic value of Lsv Managed Volatility based on widely used predictive technical indicators. In general, we focus on analyzing Lsv Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Lsv Us's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6855 | |||
| Information Ratio | 0.1349 | |||
| Maximum Drawdown | 25.65 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 1.33 |
Other Information on Investing in Lsv Mutual Fund
Lsv Us financial ratios help investors to determine whether Lsv Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lsv with respect to the benefits of owning Lsv Us security.
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