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LSVAX

$--
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1d
1w
1m

Analysis and statistics

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About

LSVAX.US represents the USA Mutuals Barrier Fund, which is a mutual fund. The fund aims to provide current income and capital appreciation while managing downside risk through the use of a "barrier" strategy involving options. It invests primarily in a diversified portfolio of U.S. large-cap equity securities.
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Factors

Asset Allocation: LSVAX's allocation across stocks, bonds, and cash significantly impacts its price. Higher equity exposure generally increases volatility. Market Conditions: Overall market performance, particularly in equities and fixed income, directly influences LSVAX's net asset value. Interest Rates: Changes in interest rates affect the bond portion of the fund, impacting its overall value. Rising rates can lower bond prices. Fund Management: The investment decisions and strategies implemented by the fund's managers play a crucial role in its performance. Expense Ratio: The fund's expense ratio can subtly affect its return compared to similar funds with lower costs.

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