Products


   LSV Value Equity Fund Strategy (LSVEX):
(Open to New Investors)

Assets in Strategy:
$20.3 billion
Assets in Fund:
$1.6 billion
Excess Return Objective*:
at least 200 basis points (gross of fees)
Tracking Error Objective*:
approximately 4-5%
Common Benchmarks:
Russell 1000 Value
Market Cap Range for strategy:
$500 million and up.
Approximate # Holdings:
130-160
Minimum initial investment:
$100,000




Value Equity Specialists
  • Institutional focus
  • Employee owned
  • Capacity constrained
  • No soft dollars
For performance and fee information, please contact us.


* Excess return and tracking error objectives are relative to a value-oriented benchmark over a 3-5 year period. This time horizon is relevant given that no investment process we know of can eliminate the possibility of negative random events driving performance for short periods of time.

Investing involves risk including loss of principal. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus, which may be obtained by clicking here or by calling 1-888-FUND-LSV (888-386-3578). Read it carefully before investing.

The Fund is available for U.S. investors only. The LSV Value Equity Fund is distributed by SEI Investments Distribution Co. (SIDCO), 1 Freedom Valley Drive, Oaks, PA 19456.