Lsv Managed Volatility Fund Quote
| LSVMX Fund | USD 10.56 0.06 0.57% |
Performance0 of 100
| Odds Of DistressLess than 20
|
Lsv Managed is trading at 10.56 as of the 26th of December 2024; that is 0.57 percent up since the beginning of the trading day. The fund's open price was 10.5. Lsv Managed has about a 20 % 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 29th of June 2024 and ending today, the 26th 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 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
Moving together with 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 Managed Volatility [LSVMX] is traded in USA and was established 26th of December 2024. 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 16.5% with the current yeild of 0.02%, while the total return for the last 3 years was 6.78%.
Check Lsv Managed 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 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
| IBM | International Business Machines | Stock | Information Technology | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| ORCL | Oracle | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| INTC | Intel | Stock | Information Technology | |
| EXC | Exelon | Stock | Utilities |
Lsv Managed Volatility Risk Profiles
| Mean Deviation | 0.6505 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.57 | |||
| Risk Adjusted Performance | (0.08) |
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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