LSV Global Managed Volatility FundLSVFX
Type
Mutual fund
Peer group
Global equity
Net assets
$10.2M
Expense ratio
0.75%
1-year return
+25.9%
3 years, a year
+17.3%
5 years, a year
+11.4%
Holdings
142
What it aims to do.
The LSV Global Managed Volatility Funds (the Fund) investment objective is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CSCO Cisco Systems, Inc. | 2.61% |
| BMY Bristol-Myers Squibb Company | 2.02% |
| JAZZ Jazz Pharmaceuticals Public Limited Company | 1.60% |
| Arrow Electronics, Inc. | 1.48% |
| MO Altria Group, Inc. | 1.43% |
| VZ Verizon Communications Inc. | 1.42% |
| XOM Exxon Mobil Corporation | 1.36% |
| SNX Td Synnex Corporation | 1.34% |
| The Bank of New York Mellon Corporation | 1.32% |
| Novartis AG | 1.31% |
More on LSVFX.
- LSVFX overview
- LSVFX holdings
- LSVFX risk
- LSVFX costs
- LSVFX money in and out
- LSVFX share classes
- Compare LSVFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.