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)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.08 1.08
Stocks 97.88 97.88
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.04 1.04
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM 1.46 3.8
Johnson & Johnson JNJ 17.08 3.06
Wells Fargo & Co WFC 17.56 3.05
Chevron Corp CVX 6.16 2.95
JPMorgan Chase & Co JPM 0.43 2.82
Pfizer Inc PFE -0.1 2.78
AT&T Inc T 3.53 2.55
General Electric Co GE -4.25 2.25
Intel Corp INTC 21.09 1.81
Cisco Systems Inc CSCO 13.42 1.8

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