- What does LVAMX invest in?
- Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. Although it may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $100 million or more at the time of purchase.
- What is the expense ratio of LVAMX?
- LSV U.S. Managed Volatility Fund (LVAMX) charges an expense ratio of 0.80%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LVAMX?
- LSV U.S. Managed Volatility Fund (LVAMX) manages $27.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LVAMX actively managed or an index fund?
- LVAMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LVAMX launched?
- LSV U.S. Managed Volatility Fund (LVAMX) launched in June 2014 and is managed by the fund issuer.
- How has LVAMX performed?
- LVAMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
