LSV Mutual Funds List
Here you can find all mutual funds issued by LSV and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.89%
- Avg. 1 Year Return
- 37.85%
- Avg. 5 Year Return
- 12.12%
- Median Risk/Return Score
- 95 / 100
LSV Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LSV Value Equity Fund | Large Cap Value Equities | Mar 31, 1999 | 0.66% | 19.33% | 11.09% | 16.24% | 95 | ||||||||
| LSV Conservative Value Equity Fund | Large Cap Value Equities | Mar 30, 2007 | 0.35% | 20.59% | 11.12% | 11.35% | 97 |
Explore top LSV Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best LSV Mutual funds by Risk/Return Score
The top LSV Mutual funds by PortfoliosLab Risk/Return Score are LSVVX (97) and LVAGX (97).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | |
| LSV Global Value Fund | 97 | — | Jun 2014 | |
| LSV Value Equity Fund | 95 | — | Mar 1999 | |
| LSV Emerging Markets Equity Fund | 86 | — | Jan 2019 | |
| LSV Small Cap Value Fund | 85 | — | Feb 2013 |
Best-Performing LSV Mutual funds Over 5 Years
The top LSV Mutual funds is LVAZX (14.83%).
Across the lineup, LSV Mutual funds show an average 1-year return of 37.85% and an average 5-year return of 12.12%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| LSV Emerging Markets Equity Fund | 14.83% | — | Jan 2019 | |
| LSV Global Value Fund | 13.60% | — | Jun 2014 | |
| LSV Conservative Value Equity Fund | 11.24% | — | Mar 2007 | |
| LSV Value Equity Fund | 10.74% | — | Mar 1999 | |
| LSV Small Cap Value Fund | 10.19% | — | Feb 2013 |
Lowest-Cost LSV Mutual funds
The top LSV Mutual funds is LSVVX (0.35%).
With an average expense ratio of 0.89%, LSV Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| LSV Conservative Value Equity Fund | 0.35% | — | Mar 2007 | |
| LSV Value Equity Fund | 0.66% | — | Mar 1999 | |
| LSV Small Cap Value Fund | 0.83% | — | Feb 2013 | |
| LSV Global Value Fund | 1.15% | — | Jun 2014 | |
| LSV Emerging Markets Equity Fund | 1.45% | — | Jan 2019 |
Highest-Yield LSV Mutual funds
The top LSV Mutual funds is LSVEX (16.24%).
Across the lineup, LSV Mutual funds show an average dividend yield of 8.71%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| LSV Value Equity Fund | 16.24% | — | Mar 1999 | |
| LSV Conservative Value Equity Fund | 11.35% | — | Mar 2007 | |
| LSV Small Cap Value Fund | 6.70% | — | Feb 2013 | |
| LSV Global Value Fund | 5.12% | — | Jun 2014 | |
| LSV Emerging Markets Equity Fund | 4.12% | — | Jan 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.