LSV Small Cap Value Fund

Class Other (LSVQX)

U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all LSV Fund funds

See full Small Value rankings

See more fund rankings

Performance

The fund has returned 32.68 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 32.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more LSVQX performance

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. 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 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.

See more LSVQX fees

Risk

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

See more LSVQX risk