| 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 |
Expense Ratio Rating
6 /10
Expense Rating
1 /10
Market Score
8 /10
Category Score
8 /10
Market Size
8 /10
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
| 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 |
Minafi - The intersection of FI, minimalism & mindfulness.
Don't miss out on new posts, courses, interactive articles and more!
Join & Get Your First Course Free© 2025 Adam Fortuna
Site Map