Lsv Managed Volatility Fund Quote
| LSVMX Fund | USD 10.15 0.01 0.1% |
PerformanceGood
| Odds Of DistressLow
|
Lsv Us is trading at 10.15 as of the 10th of February 2026; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 10.16. 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. The performance scores are derived for the period starting the 12th of November 2025 and ending today, the 10th of February 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. 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.. More on Lsv Managed Volatility
Moving together with Lsv Mutual Fund
Lsv Mutual Fund Highlights
| Fund Concentration | LSV Fund Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, LSV Fund (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of March 2025 |
| Fiscal Year End | October |
Lsv Managed Volatility [LSVMX] is traded in USA and was established 10th of February 2026. Lsv Us 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 25.3 M in assets with minimum initial investment of 100 K. Lsv Managed Volatility is currently producing year-to-date (YTD) return of 6.05% with the current yeild of 0.02%, while the total return for the last 3 years was 13.55%.
Check Lsv Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lsv Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lsv Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lsv Managed Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Lsv Managed Volatility Risk Profiles
| Mean Deviation | 0.9232 | |||
| Standard Deviation | 2.99 | |||
| Variance | 8.91 | |||
| Downside Variance | 0.3535 |
Lsv Us Against Markets
Lsv Mutual Fund Analysis Notes
The fund generated five year return of 12.0%. Lsv Managed Volatility maintains 99.25% of assets in stocks. Large To find out more about Lsv Managed Volatility contact the company at 888-386-3578.Lsv Managed Volatility Investment Alerts
| Lsv Us appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Why This Star Mid-Cap Fund Likes Ralph Lauren and Planet Fitness - Barrons | |
| The fund maintains 99.25% of its assets in stocks |
Top Lsv Managed Volatility Mutual Fund Constituents
| IBM | International Business Machines | Stock | |
| EBAY | eBay Inc | Stock | |
| T | ATT Inc | Stock | |
| ORCL | Oracle | Stock | |
| MRK | Merck Company | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| EXC | Exelon | Stock | |
| ETR | Entergy | Stock | |
| DOX | Amdocs | Stock | |
| TGT | Target | Stock | |
| CSCO | Cisco Systems | Stock | |
| CMCSA | Comcast Corp | Stock | |
| ALL | The Allstate | Stock | |
| VZ | Verizon Communications | Stock | |
| WMT | Walmart Common Stock | Stock | |
| AAPL | Apple Inc | Stock | |
| AFL | Aflac Incorporated | Stock | |
| PFE | Pfizer Inc | Stock | |
| CVS | CVS Health Corp | Stock |
Lsv Us Outstanding Bonds
Lsv Us issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Lsv Managed Volatility uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Lsv bonds can be classified according to their maturity, which is the date when Lsv Managed Volatility has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Lsv Us Predictive Daily Indicators
Lsv Us intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Lsv Us mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 10.15 | |||
| Day Typical Price | 10.15 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) |
Lsv Us Forecast Models
Lsv Us' time-series forecasting models are one of many Lsv Us' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Lsv Us' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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