Lsv Global Value Fund Quote
| LVAGX Fund | USD 15.78 0.04 0.25% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Lsv Global is trading at 15.78 as of the 29th of November 2024; that is 0.25 percent down since the beginning of the trading day. The fund's open price was 15.82. Lsv Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Lsv Global Value 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.
The fund invests primarily in equity securities of companies located throughout the world. Under normal market conditions, it will invest in at least three countries, including the United States, and at least 40 percent of its assets will be invested in non-U.S. More on Lsv Global Value
Moving together with Lsv Mutual Fund
Lsv Mutual Fund Highlights
| Fund Concentration | LSV Fund Funds, Large Funds, World Large-Stock Value Funds, World Large-Stock Value, LSV Fund, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lsv Global Value [LVAGX] is traded in USA and was established 29th of November 2024. Lsv Global is listed under LSV Fund category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of LSV Fund family. This fund now has accumulated 71.06 M in assets with minimum initial investment of 1 K. Lsv Global Value is currently producing year-to-date (YTD) return of 14.04% with the current yeild of 0.02%, while the total return for the last 3 years was 7.95%.
Check Lsv Global 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 Global Value 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 Global Value Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| F | Ford Motor | Stock | Consumer Discretionary | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology |
Lsv Global Value Risk Profiles
| Mean Deviation | 0.5951 | |||
| Semi Deviation | 0.6661 | |||
| Standard Deviation | 0.7376 | |||
| Variance | 0.544 |
Lsv Global Against Markets
Other Information on Investing in Lsv Mutual Fund
Lsv Global 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 Global security.
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