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 68 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-06-30.

LAFVX performance shows a YTD return of 13.21%. The 1-year return is 19.24% and the 5-year return is 10.32%. LAFVX dividend yield stands at 6.75%, paid quarterly.

LAFVX top holdings include Alphabet Inc,class A (4.9%), Morgan Stanley (3.6%), Jpmorgan Chase (3.5%), Taiwan Semiconductor - Adr (3.2%), Johnson & Johnson - Common (2.9%). 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.