About LVAFX
LSV Global Managed Volatility Fund Investor Class is a globally diversified mutual fund designed to provide equity market exposure with a focus on managing portfolio volatility. Using a quantitative investment approach, the fund targets large and mid-cap stocks across U.S., developed international, and emerging markets. The investment strategy emphasizes a deep value orientation—selecting stocks with low price-to-earnings and price-to-cash-flow ratios, as well as relatively high dividend yields compared to traditional benchmarks. By focusing on these value metrics and controlling risk, the fund aims to deliver returns with lower volatility than the broader equity markets. The portfolio typically holds at least 75 securities, representing a mix of sectors including healthcare, technology, communication services, and consumer defensive industries. The primary benchmark is the MSCI All Country World Index, and the fund is part of the global large-stock value category, making it significant for investors seeking diversified equity exposure with an emphasis on risk reduction and disciplined, quantitative stock selection.
Fund Family LSV Fund
Category World Large-Stock Value
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol LVAFX
Share Class Investor Class Shares
Index MSCI AC World NR USD
LVAFX had a total return of 24.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.39%.
