LSV Small Cap Value Fund

U.S. News evaluated 122 Small 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 29.09 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 7.2%
1 Year 29.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
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 of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization of less than $2.5 billion, or the highest market capitalization in the Russell 2000 [R] Value Index, whichever is greater, at the time of initial purchase.

Fees

Fees are Low compared to funds in the same category.
LSV Small Cap Value Fund has an expense ratio of 0.85 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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