Lsv Servative Value Fund Quote
| LSVVX Fund | USD 14.34 0.12 0.84% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Lsv Conservative is trading at 14.34 as of the 25th of April 2024; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 14.22. Lsv Conservative has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Lsv Servative Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of 1 billion or more at the time of purchase.. More on Lsv Servative Value
Moving together with Lsv Mutual Fund
| 0.97 | LSVFX | Lsv Global Managed | PairCorr |
| 0.98 | LSVGX | Lsv Global Value | PairCorr |
| 0.98 | LSVEX | Lsv Value Equity | PairCorr |
| 0.97 | LSVMX | Lsv Managed Volatility | PairCorr |
| 0.78 | LSVQX | Lsv Small Cap | PairCorr |
| 0.85 | LSVZX | Lsv Emerging Markets | PairCorr |
Lsv Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Lsv Conservative's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Lsv Conservative or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | LSV Fund Funds, Large Value Funds, Large Value, LSV Fund, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Lsv Servative Value [LSVVX] is traded in USA and was established 25th of April 2024. Lsv Conservative is listed under LSV Fund category by Fama And French industry classification. The fund is listed under Large Value category and is part of LSV Fund family. This fund now has accumulated 140.6 M in assets with no minimum investment requirementsLsv Servative Value is currently producing year-to-date (YTD) return of 7.48% with the current yeild of 0.02%, while the total return for the last 3 years was 7.88%.
Check Lsv Conservative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lsv Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lsv Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lsv Servative Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lsv Servative Value Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care |
| VZ | Verizon Communications | Stock | Communication Services |
| TGT | Target | Stock | Consumer Staples |
| T | ATT Inc | Stock | Communication Services |
| PM | Philip Morris International | Stock | Consumer Staples |
| PG | Procter Gamble | Stock | Consumer Staples |
| PFE | Pfizer Inc | Stock | Health Care |
Lsv Conservative Target Price Odds Analysis
Based on a normal probability distribution, the odds of Lsv Conservative jumping above the current price in 90 days from now is about 20.83%. The Lsv Servative Value probability density function shows the probability of Lsv Conservative mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Lsv Conservative has a beta of 0.9825. This indicates Lsv Servative Value market returns are sensitive to returns on the market. As the market goes up or down, Lsv Conservative is expected to follow. Additionally, lsv Servative Value has an alpha of 0.0374, implying that it can generate a 0.0374 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Lsv Conservative to move above the current price in 90 days from now is about 20.83 (This Lsv Servative Value probability density function shows the probability of Lsv Mutual Fund to fall within a particular range of prices over 90 days) .
Lsv Servative Value Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Lsv Conservative market risk premium is the additional return an investor will receive from holding Lsv Conservative long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Lsv Conservative. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Lsv Conservative's alpha and beta are two of the key measurements used to evaluate Lsv Conservative's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5032 | |||
| Semi Deviation | 0.5393 | |||
| Standard Deviation | 0.6589 | |||
| Variance | 0.4342 |
Lsv Conservative Against Markets
Picking the right benchmark for Lsv Conservative mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Lsv Conservative mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Lsv Conservative is critical whether you are bullish or bearish towards Lsv Servative Value at a given time. Please also check how Lsv Conservative's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Lsv Conservative without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Lsv Mutual Fund?
Before investing in Lsv Conservative, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Lsv Conservative. To buy Lsv Conservative fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Lsv Conservative. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Lsv Conservative fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Lsv Servative Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Lsv Servative Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Lsv Servative Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Lsv Servative Value?
The danger of trading Lsv Servative Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Lsv Conservative is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Lsv Conservative. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Lsv Servative Value is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Lsv Servative Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.