Back to top
more

Lsv Conservative Value Equity Fund - Institutional Class: (MF: LSVVX)

(NASDAQ Mutual Funds) As of Sep 30, 2025 08:00 PM ET

$15.18 USD

+0.03 (0.20%)

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

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for LSVVX

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

Strong Buy 1
MF Report

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
LSV Conservative Value Equity Instl LSVVX NA NA 0.00 0.00 0.38 0.35

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
LSV Conservative Value Equity LSVVX 15.18 4/23/2007 1.99 10.03 13.49 14.50

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
LSV Conservative Value Equity Instl LSVVX 100000 0 100000 A

Contact Information

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