LSV Small Cap Value Fund (LVAQX)
LSV Small Cap Value Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $22.47, down 0.09% on the session, giving a market capitalisation of $699.4M. Its beta of 0.94 implies it has historically moved less than the broad market.
Under ordinary market conditions, the fund aims to allocate a minimum of 80% of its total capital, which includes both net assets and any borrowed funds used for investments, into the stock of small-capitalization enterprises. A company qualifies as small-capitalization under this policy if its market value is less than $2.5 billion. Alternatively, if it's higher, the threshold will be the largest market capitalization represented in the Russell 2000® Value Index. This assessment of a company's market cap is always made at the point of the initial purchase.
LSV Small Cap Value Fund is most often compared with the following Financial Services names: