Lsv Us is trading at 11.41 as of the 1st of November 2025; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 11.4. Lsv Us has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of August 2025 and ending today, the 1st of November 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. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 100 million or more at the time of purchase.. More on Lsv Managed Volatility
Lsv Managed Volatility [LVAMX] is traded in USA and was established 1st of November 2025. Lsv Us 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 no minimum investment requirementsLsv Managed Volatility is currently producing year-to-date (YTD) return of 8.8% with the current yeild of 0.03%, while the total return for the last 3 years was 9.56%.
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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 Managed Volatility 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 Managed Volatility Mutual Fund Constituents
Lsv Us 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 Us security.