Lsv Emerging Markets Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of -0.12, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Lsv Emerging are expected to decrease at a much lower rate. During the bear market, Lsv Emerging is likely to outperform the market.
Risk-Adjusted Performance
High
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Lsv Emerging Markets are ranked lower than 37 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Lsv Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 0.9500 |
Lsv |
Lsv Emerging Relative Risk vs. Return Landscape
If you would invest 1,447 in Lsv Emerging Markets on November 25, 2025 and sell it today you would earn a total of 352.00 from holding Lsv Emerging Markets or generate 24.33% return on investment over 90 days. Lsv Emerging Markets is currently producing 0.3664% returns and takes up 0.766% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Lsv, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Lsv Emerging Current Valuation
Undervalued
Today
Please note that Lsv Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Lsv Emerging Markets secures a last-minute Real Value of $19.08 per share. The latest price of the fund is $17.99. We determine the value of Lsv Emerging Markets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Lsv Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Lsv Mutual Fund. However, Lsv Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.99 | Real 19.08 | Hype 17.99 | Naive 18.16 |
The intrinsic value of Lsv Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Lsv Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Lsv Emerging Markets helps investors to forecast how Lsv mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Lsv Emerging more accurately as focusing exclusively on Lsv Emerging's fundamentals will not take into account other important factors: Lsv Emerging Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Lsv Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Lsv Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Lsv is showing solid risk-adjusted performance over 90 days | |
| The fund maintains 99.02% of its assets in stocks |
Lsv Emerging Fundamentals Growth
Lsv Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Lsv Emerging, and Lsv Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Lsv Mutual Fund performance.
| Total Asset | 341.97 M | ||||
About Lsv Emerging Performance
Evaluating Lsv Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Lsv Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Lsv Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. Lsv Emerging is traded on NASDAQ Exchange in the United States.Things to note about Lsv Emerging Markets performance evaluation
Checking the ongoing alerts about Lsv Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Lsv Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Lsv is showing solid risk-adjusted performance over 90 days | |
| The fund maintains 99.02% of its assets in stocks |
- Analyzing Lsv Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Lsv Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Lsv Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Lsv Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Lsv Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Lsv Emerging's mutual fund. These opinions can provide insight into Lsv Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |