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LSVAX Mutual Fund Price & Analysis

The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.
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LSVAX Mutual Fund Chart & Stats

LSVAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Moog Inc.
1.91%
Wintrust Financial
1.71%
Knife River Corporation
1.67%
United States Cellular
1.56%
Talen Energy Corp
1.56%
Vontier Corp
1.49%
Federal Agricultural Mortgage
1.48%
Ttm Technologies
1.46%
Pinnacle Financial Partners
1.45%
Popular Inc
1.36%
Total15.66%

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