LVAVX Mutual Fund (LSV Conservative Value Equity Fund Investor Class) is managed by LSV Asset Management. LVAVX expense ratio is 0.60%, holding 198 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2014-06-10.

LVAVX performance shows a YTD return of 15.52%. The 1-year return is 32.48% and the 5-year return is 14.51%. LVAVX dividend yield stands at 11.59%, paid annually.

LVAVX top holdings include Alphabet Inc Common Stock USD 0.001 (3.0%), Jpmorgan Chase (2.4%), Exxon Mobil Corp. (2.3%), Berkshire Hathaway, Inc. (2.0%), Lsv Tri-Party Repo Morgan Stanley (1.7%). View all LVAVX holdings, sector breakdown, or dividend history.

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