LSV Global Managed Volatility Fund

Shareclass

LSV Global Managed Volatility Instl (LSVFX)

Type

Open-end mutual fund

Manager

LSV Fund

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

58.8

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 454 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Sanofi SA
0.46% of assets
$44,289 invested
2. GSK PLC
0.32% of assets
$30,576 invested
3. Orange SA
0.43% of assets
$41,453 invested
4. Orkla ASA
0.41% of assets
$39,479 invested
5. Novartis AG Registered Shares
0.93% of assets
$88,856 invested
6. Canadian Imperial Bank of Commerce
0.59% of assets
$56,252 invested
7. Shell PLC
0.91% of assets
$87,361 invested
8. HSBC Holdings PLC
0.85% of assets
$81,623 invested
9. Swedbank AB Class A
0.57% of assets
$54,659 invested
10. General Mills Inc
0.81% of assets
$77,727 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. Berkshire Hathaway Inc Class B
0.28% of assets
$26,629 invested
2. NewMarket Corp
0.83% of assets
$79,303 invested
3. Allison Transmission Holdings Inc
1% of assets
$95,670 invested
4. Yamaguchi Financial Group Inc
0.74% of assets
$71,240 invested
5. Stella-Jones Inc
0.35% of assets
$33,194 invested
6. Andritz AG
0.29% of assets
$28,053 invested
7. Autoliv Inc
0.46% of assets
$44,225 invested
8. Canon Inc
0.97% of assets
$93,550 invested
9. Brother Industries Ltd
0.55% of assets
$52,509 invested
10. AEON REIT Investment Corp
0.34% of assets
$33,055 invested

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Financial performance

Performance data provided by

Find more financial data on LSVFX at Morningstar.com

Gender Equality and Returns

Returns chart for LSV Global Managed Volatility Fund

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.

Benchmarking tool

Current fund

LSVFX

LSV Global Managed Volatility Fund

Family

LSV Fund

Category

Global Large-Stock Value

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.12% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LSVFX

LSV Global Managed Volatility Fund

Family

LSV Fund

Category

Global Large-Stock Value

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.12% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

LSVFX

LSV Global Managed Volatility Fund

Family

LSV Fund

Category

Global Large-Stock Value

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

2.12% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
LSVFX - LSV Global Managed Volatility Fund

17%

9.5%

12%

6.64%

56 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

4.34%

-0.96%

-1.63%

-2.12%

1 / 100 points higher

Find more financial data on LSVFX at Morningstar.com

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