LSV Global Managed Volatility Fund
Shareclass
LSV Global Managed Volatility Instl (LSVFX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 587 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
LSV Global Managed Volatility Fund LSVFX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GSK PLC0.34% of assets$34,355 invested
- 2. Swedbank AB Class A0.71% of assets$72,446 invested
- 3. Sanofi SA0.37% of assets$37,878 invested
- 4. Novartis AG Registered Shares1.39% of assets$141,436 invested
- 5. Canadian Imperial Bank of Commerce0.79% of assets$79,909 invested
- 6. Orange SA0.51% of assets$51,907 invested
- 7. BT Group PLC0.49% of assets$50,168 invested
- 8. Orkla ASA0.37% of assets$37,637 invested
- 9. HSBC Holdings PLC1% of assets$101,614 invested
- 10. JM Smucker Co0.75% of assets$76,020 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. NewMarket Corp1.14% of assets$115,949 invested
- 2. Allison Transmission Holdings Inc0.67% of assets$67,904 invested
- 3. Stella-Jones Inc0.39% of assets$39,942 invested
- 4. WH Group Ltd Shs Unitary 144A/Reg S0.84% of assets$85,553 invested
- 5. Autoliv Inc0.61% of assets$61,750 invested
- 6. Canon Inc0.86% of assets$87,549 invested
- 7. Nippon Electric Glass Co Ltd0.65% of assets$65,575 invested
- 8. Yamaguchi Financial Group Inc0.72% of assets$72,849 invested
- 9. Dropbox Inc Class A1.04% of assets$105,735 invested
- 10. Brother Industries Ltd0.48% of assets$48,458 invested
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Financial performance
Performance data provided by
Find more financial data on LSVFX at Morningstar.com
Find more financial data on LSVFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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