LSV Global Value Fund (LVAGX) Research
This fund primarily allocates capital to the equity shares of companies situated across the globe. Under typical market conditions, its portfolio will include investments in a minimum of three distinct countries, one of which will be the United States. Furthermore, at least 40% of its total assets are earmarked for non-U.S. entities, encompassing both mature and nascent economic regions. Although the fund possesses the flexibility to invest in businesses of any scale, it customarily targets those with a market capitalization of $100 million or more at the point of purchase.
Market snapshot
- Symbol
- LVAGX
- Price
- $21.11
- Day change
- +0.48%
- Market cap
- $113.1M
- 52-week range
- 15.64-21.53
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Virtus NFJ International Value Fund (AFJAX)
- Chase Growth Fund (CHASX)
- Allspring Special Global Small Cap Fund (EKGIX)
- The GDL Fund (GDL)
- Hennessy Large Cap Financial Fund (HLFNX)
- LSV Global Managed Volatility Fund (LVAFX)
- T. Rowe Price Asia Opportunities Fund (TRAOX)
- Pear Tree Polaris Small Cap Fund (USBNX)
Open LSV Global Value Fund (LVAGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.