LVAQX – Fund Analysis – LSV Small Cap Value Investor | Morningstar

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Will LVAQX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LVAQX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the LVAQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of LVAQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A deep-value quant strategy worth holding for the long term.

Principal Jack Shannon

Jack Shannon

Principal

Summary

LSV Small Cap Value's systematic deep-value investment approach is volatile and prone to bouts of deep over- and underperformance, but an impressive roster of researchers patiently executes it, and it remains a worthy option for long-term-minded investors.

by Jack Shannon

Rated on Apr 27, 2026 Published on Apr 27, 2026

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