LMVYX Mutual Fund
LMVYX Mutual Fund
Lord Abbett Focused Small Cap Value Fund Class I
LMVYX Mutual Fund Overview
LMVYX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class I) is managed by Lord Abbett Family of Funds with $125.0M in net assets. LMVYX expense ratio is 1.03%, holding 42 positions across sectors including Unknown, Financials, Materials. Inception date: 1999-07-09.
LMVYX performance shows a YTD return of 18.45%. The 1-year return is 26.73% and the 5-year return is 6.80%. LMVYX dividend yield stands at 3.80%, paid annually.
LMVYX 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 LMVYX holdings, sector breakdown, or dividend history.
LMVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.