* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LSVEX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.65%|
Performance & Risk
|5y Avg Return:||25.32%|
|Rank in Category (ytd):||77|
|% Rank in Category (ytd):||5.9%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital.
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The Adviser focuses on medium to large U.S. companies (i.e., those with market capitalizations of$1 billion or more at the time of purchase) whose securities, in the Adviser's opinion, are out-of-favor (undervalued) in the marketplace at the time of purchase and have potential for near-term appreciation. The fund may also invest, to a lesser extent, in common stocks of such undervalued companies with small market capitalizations (between $500 million and $1 billion). View More