LMVWX Mutual Fund
LMVWX Mutual Fund
Lord Abbett Focused Small Cap Value Fund Class R6
LMVWX Mutual Fund Overview
LMVWX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class R6) is managed by Lord Abbett Family of Funds with $740.0M in net assets. LMVWX expense ratio is 0.99%, holding 42 positions across sectors including Financials, Materials. Inception date: 2019-06-28.
LMVWX performance shows a YTD return of 18.48%. The 1-year return is 26.81% and the 5-year return is 6.85%. LMVWX dividend yield stands at 3.78%, paid annually.
LMVWX top holdings include White Mountains Insurance Group Limited (3.1%), Arcosa Inc (2.4%), Affiliated Managers Group Inc Com (2.4%), Belden Inc (1.9%). View all LMVWX holdings, sector breakdown, or dividend history.
LMVWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMVWX alternatives are available via the screener, along with tax-loss harvesting opportunities.