LVAMX : LSV U.S. Managed Volatility Fund Investor Class

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

LVAMX

LSV U.S. Managed Volatility Fund Investor Class

FI Score

36 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

36% FI Score
  • lvamx
  • Mutual Fund
  • US Stocks
  • Large Value

LSV U.S. Managed Volatility Fund Investor Class

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad 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 of U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Largest Holdings

Amount Holding
3.57% Verizon Communications Inc
3.23% Merck & Co Inc
3.23% Intel Corp
3.07% Johnson & Johnson
3.03% Oracle Corp
2.74% Target Corp
2.67% Cisco Systems Inc
2.57% Allstate Corp
2.46% AT&T Inc
2.35% Berkshire Hathaway Inc B
2.28% Exelon Corp
2.09% Comcast Corp Class A
2.04% Pfizer Inc
2.01% JM Smucker Co
1.80% International Business Machines Corp
1.75% The Kroger Co
1.71% Amgen Inc
1.62% Toyota Motor Corp ADR
1.61% AutoZone Inc
1.60% Entergy Corp
1.56% The Western Union Co
1.50% Nippon Telegraph & Telephone Corp ADR
1.49% Tyson Foods Inc Class A
1.48% Altria Group Inc
1.20% Gilead Sciences Inc

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