Lsv Managed Volatility Fund Quote

LSVMX Fund  USD 12.53  0.04  0.32%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Lsv Us is trading at 12.53 as of the 29th of November 2024; that is 0.32 percent down since the beginning of the trading day. The fund's open price was 12.57. Lsv Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lsv Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. 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

  0.74VVIAX Vanguard Value IndexPairCorr
  0.75DOXGX Dodge Cox StockPairCorr
  0.68AFMFX American MutualPairCorr
  0.68FFMMX American Funds AmericanPairCorr
  0.68FFFMX American Funds AmericanPairCorr
  0.68AMRMX American MutualPairCorr

Lsv Mutual Fund Highlights

Fund ConcentrationLarge Value, LSV Fund (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Lsv Managed Volatility [LSVMX] is traded in USA and was established 29th of November 2024. The fund is listed under Large Value category and is part of LSV Fund family. This fund now has accumulated 37.32 M in assets with minimum initial investment of 100 K. Lsv Managed Volatility is currently producing year-to-date (YTD) return of 21.78% with the current yeild of 0.02%, while the total return for the last 3 years was 8.74%.
Check Lsv Us 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 Us Against Markets

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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