Lsv Emerging Markets Fund Quote
| LSVZX Fund | USD 11.77 0.11 0.94% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Lsv Emerging is trading at 11.77 as of the 22nd of January 2025; that is 0.94 percent up since the beginning of the trading day. The fund's open price was 11.66. Lsv Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 22nd of January 2025. 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 emerging market companies. This investment policy can be changed by the fund upon 60 days prior written notice to shareholders. More on Lsv Emerging Markets
Lsv Mutual Fund Highlights
| Fund Concentration | LSV Fund Funds, Large Value Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, LSV Fund (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lsv Emerging Markets [LSVZX] is traded in USA and was established 22nd of January 2025. Lsv Emerging is listed under LSV Fund category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of LSV Fund family. This fund now has accumulated 20.51 M in assets with no minimum investment requirementsLsv Emerging Markets is currently producing year-to-date (YTD) return of 8.0% with the current yeild of 0.02%, while the total return for the last 3 years was 3.37%.
Check Lsv Emerging 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 Emerging Markets 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.
Top Lsv Emerging Markets Mutual Fund Constituents
| BIDU | Baidu Inc | Stock | Communication Services | |
| GLO | Clough Global Opportunities | Fund | Asset Management |
Lsv Emerging Markets Risk Profiles
| Mean Deviation | 0.565 | |||
| Standard Deviation | 0.7059 | |||
| Variance | 0.4983 | |||
| Risk Adjusted Performance | (0.09) |
Lsv Emerging Against Markets
Other Information on Investing in Lsv Mutual Fund
Lsv Emerging 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 Emerging security.
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