LSVVX : LSV Conservative Value Equity Fund

LSVVX is a US Stocks Market Large Value with LOW fees.

LSVVX

LSV Conservative Value Equity Fund

FI Score

56 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

56% FI Score
  • lsvvx
  • Mutual Fund
  • US Stocks
  • Large Value

LSV Conservative Value Equity Fund

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion or more at the time of purchase.

Largest Holdings

Amount Holding
3.42% Berkshire Hathaway Inc B
3.40% Johnson & Johnson
2.92% Verizon Communications Inc
2.91% JPMorgan Chase & Co
2.80% Intel Corp
2.79% AT&T Inc
2.29% Pfizer Inc
1.99% Procter & Gamble Co
1.89% Bank of America Corp
1.69% Bristol-Myers Squibb Company
1.45% Walmart Inc
1.40% Comcast Corp Class A
1.32% Gilead Sciences Inc
1.30% Wells Fargo & Co
1.27% CVS Health Corp
1.23% Philip Morris International Inc
1.12% Citigroup Inc
1.00% Exxon Mobil Corp
0.92% Biogen Inc
0.92% Altria Group Inc
0.92% The Walt Disney Co
0.88% International Business Machines Corp
0.85% Walgreens Boots Alliance Inc
0.83% The Kroger Co
0.81% Chevron Corp

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