LSVD
LSV Disciplined Value ETF
📎 Investment Objective
The LSV Disciplined Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of undervalued equity securities.
Overview
ETF tracking LSV Disciplined Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The LSV Disciplined Value ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of undervalued equity securities.
🎯 Investment Strategy
The fund employs a value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers use a proprietary quantitative model to evaluate factors such as price-to-earnings, price-to-book, and price-to-cash flow ratios to identify undervalued stocks.
✨ Key Features
- Focuses on a diversified portfolio of value-oriented stocks
- Utilizes a disciplined, quantitative investment process to identify undervalued companies
- Aims to provide long-term capital appreciation through exposure to the value factor
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Value investing risk: The fund's value-oriented investment approach may underperform growth-oriented strategies during certain market conditions
- Concentration risk: The fund may have a relatively high concentration in certain sectors or industries
👤 Best For
The LSV Disciplined Value ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of undervalued stocks with the potential for capital appreciation. Investors with a higher risk tolerance and a long-term investment horizon may find this fund appropriate as part of a well-diversified portfolio.