LSVQX Mutual Fund (LSV Small Cap Value Fund) is managed by LSV Asset Management with $639.2M in net assets. LSVQX expense ratio is 0.83%, holding 212 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2013-02-28.

LSVQX performance shows a YTD return of 19.64%. The 1-year return is 30.19% and the 5-year return is 9.04%. LSVQX dividend yield stands at 6.87%, paid annually.

LSVQX top holdings include Lsv Tri-Party Repo Morgan Stanley (2.3%), Jazz Pharmaceuticals Plc. (1.3%), Ugi Corp (1.3%), Ryder System Inc (1.3%), Oshkosh Corp. (1.2%). View all LSVQX holdings, sector breakdown, or dividend history.

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