LVAFX : LSV Global Managed Volatility Fund Investor Class

LVAFX is a Allocation Market Total World with MODERATE fees.

LVAFX

LSV Global Managed Volatility Fund Investor Class

FI Score

25 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

25% FI Score
  • lvafx
  • Mutual Fund
  • Allocation
  • Total World

LSV Global Managed Volatility Fund Investor Class

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies located throughout the world. Normally, it will invest in at least three countries, including the United States, and at least 40% of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Largest Holdings

Amount Holding
2.54% Merck & Co Inc
2.36% Allstate Corp
2.31% Intel Corp
2.21% Verizon Communications Inc
2.02% Oracle Corp
1.76% Exelon Corp
1.76% AT&T Inc
1.71% Target Corp
1.66% Nippon Telegraph & Telephone Corp
1.60% Sanofi SA
1.52% Bristol-Myers Squibb Company
1.47% GlaxoSmithKline PLC
1.45% Johnson & Johnson
1.43% Roche Holding AG Dividend Right Cert.
1.41% Amdocs Ltd
1.41% Kimberly-Clark Corp
1.39% Pfizer Inc
1.38% Entergy Corp
1.31% JM Smucker Co
1.28% TELUS Corp
1.27% Koninklijke Ahold Delhaize NV
1.24% Comcast Corp Class A
1.22% International Business Machines Corp
1.19% Amgen Inc
1.18% China Mobile Ltd

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