LSV Conservative Value Equity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

#4 in Large Value

U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.30 percent over the past year, 17.60 percent over the past three years, and 19.01 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.5%
1 Year 25.3%
3 Years (Annualized) 17.6%
5 Years (Annualized) 19.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $1 billion or more at the time of purchase.

Fees

Fees are Low compared to funds in the same category.
LSV Conservative Value Equity Fund has an expense ratio of 0.35 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top LSV Fund Funds

Large Value Funds

Highest Returns (10-year)

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