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Lsv Value Equity Fund - Institutional Class: (MF: LSVEX)

(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET

$27.20 USD

-0.29 (-1.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LSVEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
LSV Value Equity Institutional LSVEX NA NA 0.00 0.00 0.55 0.67

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
LSV Value Equity LSVEX 27.20 9/10/1999 1.94 11.21 12.75 15.06

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
LSV Value Equity Institutional LSVEX 100000 0 100000 A

Contact Information

Family LSV
Address 155 North Wacker Drive, Ste 4600
Chicago, IL 60606
Phone 888 386-3578