- What are the top holdings of LVAQX?
- LSV Small Cap Value Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does LVAQX have?
- LVAQX holds — positions as reported by the fund's most recent disclosure.
- What sectors does LVAQX invest in?
- LSV Small Cap Value Fund (LVAQX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is LVAQX most exposed to?
- LVAQX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is LVAQX a US-only fund?
- The country allocation card on this page shows LVAQX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does LVAQX invest in?
- 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.
