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LSVZX

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Analysis and statistics

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About

LSVZX.US is the ticker symbol for the LSV Value Equity Fund Investor Class. This fund is managed by LSV Asset Management and generally invests in a broad range of value stocks, aiming to provide long-term capital appreciation. As an investor class, it represents one share class within the broader LSV Value Equity Fund, and its performance and fees may differ from other share classes offered by the fund. The ".US" suffix typically denotes that the fund is primarily traded or focused within the United States markets.
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Factors

Expense Ratio: Higher expense ratios directly reduce returns, lowering the fund's price over time.

Market Conditions: General market upturns or downturns impact the value of underlying assets, affecting the fund's price.

Interest Rate Changes: Rising interest rates can decrease the value of fixed-income securities held by the fund, potentially lowering its price.

Fund Performance: Strong relative performance compared to its benchmark can increase investor demand, potentially raising its price, and vice versa.

Fund Size: Significant asset growth or contraction can impact the fund's ability to execute its investment strategy efficiently, affecting its price.

Managerial Expertise: The fund manager's skill in selecting and managing investments significantly influences performance and, consequently, the fund's price.

Redemption Pressure: High redemption rates can force the fund to sell assets, potentially leading to lower prices, especially in less liquid markets.

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