Lsv Value Equity Fund Quote
| LSVEX Fund | USD 26.86 1.60 5.62% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lsv Value is trading at 26.86 as of the 25th of December 2024; that is 5.62 percent decrease since the beginning of the trading day. The fund's open price was 28.46. Lsv Value has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of January 2023 and ending today, the 25th of December 2024. 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. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 1 billion or more at the time of purchase.. More on Lsv Value Equity
Moving together with Lsv Mutual Fund
| 0.66 | LSVGX | Lsv Global Value | PairCorr |
| 0.78 | LSVMX | Lsv Managed Volatility | PairCorr |
| 0.87 | LSVQX | Lsv Small Cap | PairCorr |
| 0.86 | LSVVX | Lsv Servative Value | PairCorr |
Moving against Lsv Mutual Fund
Lsv Mutual Fund Highlights
| Fund Concentration | LSV Fund Funds, Large Funds, Large Value Funds, Large Value, LSV Fund (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lsv Value Equity [LSVEX] is traded in USA and was established 25th of December 2024. Lsv Value 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 1.38 B in assets with minimum initial investment of 100 K. Lsv Value Equity is currently producing year-to-date (YTD) return of 13.98% with the current yeild of 0.02%, while the total return for the last 3 years was 8.08%.
Check Lsv Value 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 Value Equity 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 Value Equity Mutual Fund Constituents
| CSCO | Cisco Systems | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AMGN | Amgen Inc | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| ORCL | Oracle | Stock | Information Technology | |
| MS | Morgan Stanley | Stock | Financials |
Lsv Value Equity Risk Profiles
| Mean Deviation | 0.6607 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 | |||
| Risk Adjusted Performance | (0.06) |
Lsv Value Against Markets
Other Information on Investing in Lsv Mutual Fund
Lsv Value 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 Value security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |