LSV U.S. Managed Volatility Fund (LVAMX) Research
Under normal market conditions, this fund dedicates at least 80% of its total investment capital, which includes net assets and any borrowed funds, to equity securities issued by U.S. companies. While it has the discretion to invest in businesses of any market size, it generally concentrates on acquiring shares of companies with market capitalizations of $100 million or more at the time of purchase.
Market snapshot
- Symbol
- LVAMX
- Price
- $10.59
- Day change
- -0.75%
- Market cap
- $22.1M
- 52-week range
- 9.74-11.87
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Barrett Growth Fund (BGRWX)
- CornerCap Small-Cap Value Fund (CSCVX)
- Shelton Emerging Markets Fund (EMSLX)
- Guinness Atkinson Asia Focus Fund (IASMX)
- Guinness Atkinson China & Hong Kong Fund (ICHKX)
- iMGP Alternative Strategies Fund (MASFX)
- iMGP Alternative Strategies Fund (MASNX)
- River Oak Discovery Fund (RIVSX)
Open LSV U.S. Managed Volatility Fund (LVAMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.