LSV Global Managed Volatility Fund (LVAFX) Research

This fund principally deploys capital into the common stock of corporations operating worldwide. Typically, its portfolio diversifies across at least three nations, one of which is always the United States. Furthermore, a minimum of 40% of its total assets are channeled into non-U.S. enterprises, spanning both established and nascent economic regions. While capable of acquiring stakes in businesses of any scale, the fund generally prioritizes those with a market valuation of $100 million or greater at the time of initial investment.

Market snapshot

Symbol
LVAFX
Price
$12.31
Day change
-0.81%
Market cap
$10.4M
P/E ratio
-0.93x
52-week range
11.06-12.75
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Firsthand Alternative Energy Fund (ALTEX)
  • Fidelity Fund (FFIDX)
  • Fidelity Managed Retirement 2010 Fund (FIRQX)
  • Fidelity Managed Retirement 2020 Fund (FIRVX)
  • Fidelity Sustainable Emerging Markets Fund (FSYJX)
  • Guinness Atkinson Global Energy Fund (GAGEX)
  • Guinness Atkinson Asia Focus Fund (IASMX)
  • Janus Henderson Asia Equity Fund (JAQAX)

Open LSV Global Managed Volatility Fund (LVAFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.