LSV Conservative Value Equity Fund

Class No Load (LSVVX)
Scorecard
4 / 5 Stars
Lipper
5 5 4 5 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.21 1.21
Stocks 96.95 96.95
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.84 1.84
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Exxon Mobil Corporation XOM -5.01 4.53
Chevron Corp CVX -7.26 2.87
Wells Fargo & Co WFC 2.31 2.64
General Electric Co GE -9.6 2.52
JPMorgan Chase & Co JPM -3.23 2.43
Pfizer Inc PFE 5.26 2.37
Johnson & Johnson JNJ 0.69 2.22
Citigroup Inc C -8.62 1.97
Berkshire Hathaway Inc Class B BRK.B -2.11 1.74
Cisco Systems Inc CSCO -3.08 1.66

See Also:

Top LSV Fund Funds