LSV Small Cap Value Fund (LVAQX) Research
Under ordinary market conditions, the fund aims to allocate a minimum of 80% of its total capital, which includes both net assets and any borrowed funds used for investments, into the stock of small-capitalization enterprises. A company qualifies as small-capitalization under this policy if its market value is less than $2.5 billion. Alternatively, if it's higher, the threshold will be the largest market capitalization represented in the Russell 2000® Value Index. This assessment of a company's market cap is always made at the point of the initial purchase.
Market snapshot
- Symbol
- LVAQX
- Price
- $21.21
- Day change
- +0.76%
- Market cap
- $655.0M
- 52-week range
- 17.64-21.62
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon International Equity Fund (AAIEX)
- Alger Focus Equity Fund (ALZFX)
- Abrdn Global Infrastructure Income Fund (ASGI)
- DoubleLine Yield Opportunities Fund (DLY)
- GuideMark Large Cap Core Fund (GMLGX)
- Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP)
- Nuveen Dynamic Municipal Opportunities Fund (NDMO)
- Northern Small Cap Value Fund (NOSGX)
Open LSV Small Cap Value Fund (LVAQX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.