LSV Conservative Value Equity Fund Investor Class (LVAVX) - Large Value fund with $126.53 Million in assets. The fund allocates 19.01% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is JPMORGAN CHASE CO COMMON STOCK at 3.13% of total assets. This is followed by BERKSHIRE HATHAWAY INC-CL B COMMON STOCK (2.59%) and EXXON MOBIL CORP COMMON STOCK (2.20%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| JPMORGAN CHASE CO COMMON STOCK | 3.13% | - | - |
| BERKSHIRE HATHAWAY INC-CL B COMMON STOCK | 2.59% | - | - |
| EXXON MOBIL CORP COMMON STOCK | 2.20% | - | - |
| JOHNSON JOHNSON COMMON STOCK | 2.00% | - | - |
| WELLS FARGO CO COMMON STOCK | 1.77% | - | - |
| VERIZON COMMUNICATIONS INC COMMON STOCK | 1.48% | - | - |
| COMCAST CORP-CLASS A COMMON STOCK | 1.50% | - | - |
| ATT INC COMMON STOCK | 1.68% | - | - |
| GOLDMAN SACHS GROUP INC COMMON STOCK | 1.38% | - | - |
| THE CIGNA GROUP COMMON STOCK | 1.28% | - | - |
| CISCO SYSTEMS INC COMMON STOCK | 1.52% | - | - |
| WALMART INC COMMON STOCK | 1.48% | - | - |
| UNITEDHEALTH GROUP INC COMMON STOCK | 1.43% | - | - |
| ALPHABET INC-CL A COMMON STOCK | 2.62% | - | - |
| AMAZON.COM INC COMMON STOCK | 1.80% | - | - |
| LSV TRI-PARTY REPO MORGAN STANLEY | 1.64% | - | - |
| MICRON TECHNOLOGY INC COMMON STOCK | 1.48% | - | - |