LSV Small Cap Value (LSVQX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for LSVQX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||0.85%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||12|
|% Rank in Category (ytd):||3.08%|
|Morningstar Risk Rating:|
The investment seeks long-term growth of capital.
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. A small-capitalization company is a company with a market capitalization of less than $2.5 billion, or the highest market capitalization in the Russell 2000 Value Index, whichever is greater, at the time of initial purchase. View More