Lsv Servative Value Fund Quote
| LSVVX Fund | USD 14.18 0.02 0.14% |
PerformanceGood
| Odds Of DistressLow
|
Lsv Servative is trading at 14.18 as of the 22nd of July 2025; that is 0.14 percent decrease since the beginning of the trading day. The fund's open price was 14.2. Lsv Servative has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 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. 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 Servative Value
Moving together with Lsv Mutual Fund
Lsv Mutual Fund Highlights
| Fund Concentration | LSV Fund Funds, Large Value Funds, Large Value, LSV Fund, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lsv Servative Value [LSVVX] is traded in USA and was established 22nd of July 2025. Lsv Servative 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 140.6 M in assets with no minimum investment requirementsLsv Servative Value is currently producing year-to-date (YTD) return of 5.73% with the current yeild of 0.02%, while the total return for the last 3 years was 13.53%.
Check Lsv Servative 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 Servative Value 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 Servative Value Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| T | ATT Inc | Stock | Communication Services | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials |
Lsv Servative Value Risk Profiles
| Mean Deviation | 0.62 | |||
| Semi Deviation | 0.5978 | |||
| Standard Deviation | 0.8329 | |||
| Variance | 0.6938 |
Lsv Servative Against Markets
Other Information on Investing in Lsv Mutual Fund
Lsv Servative 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 Servative security.
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