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. It is managed by LSV Fund. With a beta of 0.51, LSV US shows lower sensitivity to broader market movements.
Lsv Managed Volatility is quoted at $10.43 as of May 6, 2026, recording 0.58% up for the day. Market-implied stability metrics indicate that LSV US has a moderate probability of significant NAV decline over the coming years. Over the last 90 trading days, it has produced modest risk-adjusted performance. The performance scores are calculated from February 5, 2026 through May 6, 2026. Learn more.
Lsv Managed Volatility [LVAMX] is traded in USA. The fund is listed under the Mid-Cap Value category and is part of the LSV Fund family. This fund now has accumulated $25.31 million in assets with no minimum investment requirements. Lsv Managed Volatility is currently producing a year-to-date (YTD) return of 6.98%, while the total return for the last 3 years is 13.89%. LSV US is an operator in the mid-cap value segment where revenue is driven by core operating activity and end-market demand. LSV US financial stability analysis
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
LSV U.S. MANAGED VOLATILITY FUND INVESTOR CLASS SHARES
Short-horizon metrics for LSV US capture intraday price behavior that monthly NAV reporting often smooths over. With 25.3 M in fund assets, LSV US's daily data benefits shareholders who want faster feedback on NAV-driving trends.
Since inception on 2014-06-25, LSV US's forecasting quality depends on how closely current market conditions resemble the fund's training sample. LSV US averaged 13.9% over three years. Forecast accuracy for mutual funds degrades over longer horizons as holdings and management decisions evolve.
This overview summarizes how LSV US may fit into diversified allocations without assuming direction. The current allocation is approximately 100.0% equities. It is classified under Mid-Cap Value within the LSV Fund family.
Methodology
Unless otherwise specified, data for Lsv Managed Volatility is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Lsv Managed Volatility market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Lsv Managed Volatility may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board