Lsv Managed Volatility Fund Quote

LSVMX Fund  USD 10.84  0.03  0.28%   

Performance

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Weak
 
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Odds Of Distress

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Low
Lsv Managed is trading at 10.84 as of the 30th of June 2025; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 10.81. Lsv Managed has about a 22 % 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. The performance scores are derived for the period starting the 31st of May 2025 and ending today, the 30th of June 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 U.S. companies. Lsv US is traded on NASDAQ Exchange in the United States. More on Lsv Managed Volatility

Moving together with Lsv Mutual Fund

  0.98LSVEX Lsv Value EquityPairCorr
  0.97LSVQX Lsv Small CapPairCorr
  0.98LSVVX Lsv Servative ValuePairCorr
  0.84LSVZX Lsv Emerging MarketsPairCorr
  0.98LVAEX Lsv Value EquityPairCorr

Lsv Mutual Fund Highlights

Fund ConcentrationLSV Fund Funds, Large Funds, Large Value Funds, Large Value, LSV Fund (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Lsv Managed Volatility [LSVMX] is traded in USA and was established 30th of June 2025. Lsv Managed is listed under LSV Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of LSV Fund family. This fund now has accumulated 37.32 M in assets with minimum initial investment of 100 K. Lsv Managed Volatility is currently producing year-to-date (YTD) return of 6.53% with the current yeild of 0.03%, while the total return for the last 3 years was 7.71%.
Check Lsv Managed Probability Of Bankruptcy

Instrument Allocation

Top Lsv Managed Volatility Mutual Fund Constituents

IBMInternational Business MachinesStockInformation Technology
EBAYeBay IncStockConsumer Discretionary
TATT IncStockCommunication Services
ORCLOracleStockInformation Technology
MRKMerck CompanyStockHealth Care
JNJJohnson JohnsonStockHealth Care
INTCIntelStockInformation Technology
EXCExelonStockUtilities
More Details

Lsv Managed Volatility Risk Profiles

Lsv Managed Against Markets

Other Information on Investing in Lsv Mutual Fund

Lsv Managed 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 Managed security.
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