4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#32 in Large Value
U.S. News evaluated 326 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.95 percent over the past year, 14.40 percent over the past three years, and 23.20 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||23.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The Adviser focuses on medium to large U.S. companies (i.e., those with market capitalizations of $1 billion or more at the time of purchase) whose securities, in the Adviser's opinion, are out-of-favor (undervalued) in the marketplace. The Adviser's investment strategy uses a quantitative investment model to make investment decisions for the fund.
Fees are Low compared to funds in the same category.
LSV Conservative Value Equity Fund has an expense ratio of 0.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.