LMVVX Mutual Fund
LMVVX Mutual Fund
Lord Abbett Focused Small Cap Value Fund Class R5
LMVVX Mutual Fund Overview
LMVVX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class R5) is managed by Lord Abbett Family of Funds with $279.7M in net assets. LMVVX expense ratio is 1.03%, holding 42 positions across sectors including Unknown, Financials, Materials. Inception date: 2019-06-28.
LMVVX performance shows a YTD return of 18.44%. The 1-year return is 26.76% and the 5-year return is 6.81%. LMVVX dividend yield stands at 3.79%, paid annually.
LMVVX 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 LMVVX holdings, sector breakdown, or dividend history.
LMVVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LMVVX alternatives are available via the screener, along with tax-loss harvesting opportunities.