LSV U.S. Managed Volatility FundLVAMX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$26.4M
Expense ratio
0.80%
1-year return
+19.7%
3 years, a year
+14.1%
5 years, a year
+9.5%
Holdings
114
What it aims to do.
The LSV U.S. Managed Volatility Funds (the Fund) investment objective is long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| CSCO Cisco Systems, Inc. | 3.36% |
| VZ Verizon Communications Inc. | 2.69% |
| SNX Td Synnex Corporation | 2.33% |
| SBC At&T Inc. | 2.21% |
| XOM Exxon Mobil Corporation | 2.04% |
| The Bank of New York Mellon Corporation | 1.78% |
| MO Altria Group, Inc. | 1.73% |
| Avnet, Inc. | 1.72% |
| DOX Amdocs Limited | 1.71% |
| HPE Hewlett Packard Enterprise Company | 1.63% |
More on LVAMX.
- LVAMX overview
- LVAMX holdings
- LVAMX risk
- LVAMX costs
- LVAMX money in and out
- LVAMX share classes
- Compare LVAMX 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.