LSV Small Cap Value Fund

Frequently Asked Questions About LVAQX

What are the top holdings of LVAQX?

A machine-readable holdings disclosure for LSV Small Cap Value Fund (LVAQX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

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.