LVAEX : LSV Value Equity Fund Investor Class

LVAEX is a US Stocks Market Large Value with MODERATE fees.

LVAEX

LSV Value Equity Fund Investor Class

FI Score

54 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

54% FI Score
  • lvaex
  • Mutual Fund
  • US Stocks
  • Large Value

LSV Value Equity Fund Investor Class

Expenses: 0.90% (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
3.25% Verizon Communications Inc
2.98% Intel Corp
2.74% AT&T Inc
2.74% Pfizer Inc
2.48% JPMorgan Chase & Co
1.89% Bank of America Corp
1.86% Citigroup Inc
1.75% Amgen Inc
1.57% Bristol-Myers Squibb Company
1.52% The Kroger Co
1.49% Merck & Co Inc
1.48% CVS Health Corp
1.43% Cummins Inc
1.29% Johnson & Johnson
1.24% AbbVie Inc
1.22% Walgreens Boots Alliance Inc
1.21% Exelon Corp
1.20% Oracle Corp
1.20% Biogen Inc
1.09% Target Corp
1.05% Allstate Corp
1.03% Ameriprise Financial Inc
1.01% Cisco Systems Inc
0.99% Morgan Stanley
0.96% JM Smucker Co

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