LSVFX Mutual Fund (LSV Global Managed Volatility Fund Institutional Class) is managed by LSV Asset Management with $9.9M in net assets. LSVFX expense ratio is 0.75%, holding 143 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2014-06-25.

LSVFX performance shows a YTD return of 9.81%. The 1-year return is 20.92% and the 5-year return is 12.56%. LSVFX dividend yield stands at 9.60%, paid annually.

LSVFX top holdings include Cisco Systems (2.3%), Bristol-Myer Sq (1.9%), Lsv Tri-party Repo Morgan Stanley (1.5%), Cognizant Technology Solutions Corp. Class A (1.5%), Amdocs Ltd. (1.5%). View all LSVFX holdings, sector breakdown, or dividend history.

LSVFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSVFX alternatives are available via the screener, along with tax-loss harvesting opportunities.