LAFVX Mutual Fund

LAFVX Mutual Fund (Lord Abbett Affiliated Fund Class R6) is managed by Lord Abbett Family of Funds with $27.5M in net assets. LAFVX expense ratio is 0.39%, holding 67 positions across sectors including Health Care, Financials. Inception date: 2015-06-30.

LAFVX performance shows a YTD return of 12.82%. The 1-year return is 21.29% and the 5-year return is 10.51%. LAFVX dividend yield stands at 6.78%, paid quarterly.

LAFVX top holdings include Analog Devices, Inc. (2.1%), Ametek Inc. (1.3%), Stryker Corp 3.375 11/25 (0.8%), Chubb Ltd Common Stock Usd 24.15 (0.7%). Go to all LAFVX holdings, LAFVX sectors, or LAFVX dividends.

LAFVX can be compared against other funds. Use LAFVX overlap to find shared positions, or LAFVX vs another fund for a side-by-side view. LAFVX alternatives are available via the screener, along with tax-loss harvesting opportunities.