LVAFX Mutual Fund (LSV Global Managed Volatility Fund Investor Class) is managed by LSV Asset Management with $270,000 in net assets. LVAFX expense ratio is 1.00%, holding 143 positions across sectors including Unknown, Information Technology, Health Care. Inception date: 2014-06-25.

LVAFX performance shows a YTD return of 16.30%. The 1-year return is 20.57% and the 5-year return is 12.35%. LVAFX dividend yield stands at 9.24%, paid annually.

LVAFX top holdings include Cisco Systems (2.3%), Bristol-Myer Sq (1.9%), Presbyterian Homes - Dickson Hollow Revenue Bonds 6.125 10/01/2059 (1.5%), Cognizant Technology Solutions Corp. Class A (1.5%), Amdocs Ltd. (1.5%). View all LVAFX holdings, sector breakdown, or dividend history.

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