LAGVX Mutual Fund

LAGVX Mutual Fund (Lord Abbett Income Fund class A) is managed by Lord Abbett Family of Funds with $898.6M in net assets. LAGVX expense ratio is 0.71%, holding 526 positions across sectors including Financials, Utilities, Energy. Inception date: 1982-01-04.

LAGVX performance shows a YTD return of -1.56%. The 1-year return is 3.26% and the 5-year return is 0.26%. LAGVX dividend yield stands at 4.11%, paid monthly.

LAGVX top holdings include Us Treas Bds 5% 05/15/45 (3.4%), Nrg Energy, Inc., Term Loan 7.32766% 03/27/2031 (0.9%), FIMM MM Government Portfolio - Instl Cl (0.8%), Charter Comm Opeting Llc 2024 Term Loan B5 (0.8%), Treasury Bond (Otr) 4.75% May 15, 2055 (0.8%). Go to all LAGVX holdings, LAGVX sectors, or LAGVX dividends.

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