LSVVX Mutual Fund (LSV Conservative Value Equity Fund Institutional Class) is managed by LSV Asset Management. LSVVX expense ratio is 0.35%, holding 198 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2007-03-30.

LSVVX performance shows a YTD return of 15.64%. The 1-year return is 32.81% and the 5-year return is 14.69%. LSVVX dividend yield stands at 11.73%, paid annually.

LSVVX top holdings include 'alphabet Inc., Class 'a'' (3.0%), Jp Morgan Chase & Co (2.4%), Exxon Mobil Corp (2.3%), Berkshire Hathaway, Inc. (2.0%), Sold IDR Bought USD 20251015 (1.7%). View all LSVVX holdings, sector breakdown, or dividend history.

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