LSV Value Equity Fund (LVAEX) Research
Under normal operating conditions, this fund commits a minimum of 80% of its core assets, including any funds borrowed for investment purposes, to a portfolio of equity securities. These equity holdings are predominantly comprised of common stocks. While the fund possesses the flexibility to invest in companies of varying sizes, its typical strategy involves acquiring shares in businesses with a market capitalization of $1 billion or more at the time of purchase.
Market snapshot
- Symbol
- LVAEX
- Price
- $29.08
- Day change
- -0.31%
- Market cap
- $1.2B
- 52-week range
- 25.67-30.97
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Small Cap Value Fund (ARSIX)
- Goldman Sachs U.S. Equity Insights Fund (GSSQX)
- Harbor Large Cap Value Fund (HILVX)
- Principal LifeTime 2055 Fund (LTFIX)
- Virtus Dividend, Interest & Premium Strategy Fund (NFJ)
- T. Rowe Price Financial Services Fund (PRISX)
- T. Rowe Price Spectrum International Equity Fund (PSILX)
- T. Rowe Price Retirement 2005 Fund (TRRFX)
Open LSV Value Equity Fund (LVAEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.