Lsv Managed Volatility Fund Quote

LSVMX Fund  USD 9.66  0.05  0.52%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Lsv Managed is trading at 9.66 as of the 6th of January 2026; that is 0.52 percent up since the beginning of the trading day. The fund's open price was 9.61. Lsv Managed has less than a 14 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of December 2025 and ending today, the 6th of January 2026. Click here to learn more.
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. Lsv US is traded on NASDAQ Exchange in the United States. More on Lsv Managed Volatility

Moving together with Lsv Mutual Fund

  0.91LSVFX Lsv Global ManagedPairCorr
  0.86LSVGX Lsv Global ValuePairCorr
  0.96LSVEX Lsv Value EquityPairCorr
  0.93LSVQX Lsv Small CapPairCorr
  0.91LSVVX Lsv Servative ValuePairCorr

Lsv Mutual Fund Highlights

Fund ConcentrationLSV Fund Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, LSV Fund (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of March 2025
Fiscal Year EndOctober
Lsv Managed Volatility [LSVMX] is traded in USA and was established 6th of January 2026. Lsv Managed is listed under LSV Fund category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of LSV Fund family. This fund now has accumulated 24.62 M in assets with minimum initial investment of 100 K. Lsv Managed Volatility is currently producing year-to-date (YTD) return of 8.91% with the current yeild of 0.03%, while the total return for the last 3 years was 9.82%.
Check Lsv Managed Probability Of Bankruptcy

Instrument Allocation

Top Lsv Managed Volatility Mutual Fund Constituents

IBMInternational Business MachinesStockInformation Technology
EBAYeBay IncStockConsumer Discretionary
TATT IncStockCommunication Services
ORCLOracleStockInformation Technology
MRKMerck CompanyStockHealth Care
JNJJohnson JohnsonStockHealth Care
INTCIntelStockInformation Technology
EXCExelonStockUtilities
More Details

Lsv Managed Volatility Risk Profiles

Lsv Managed Against Markets

Other Information on Investing in Lsv Mutual Fund

Lsv Managed 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 Managed security.
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