LAVFX Mutual Fund

LAVFX Mutual Fund (Lord Abbett Fundamental Equity Fund Cl F) is managed by Lord Abbett Family of Funds with $199.6M in net assets. LAVFX expense ratio is 0.80%, holding 57 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-09-28.

LAVFX performance shows a YTD return of 7.48%. The 1-year return is 18.82% and the 5-year return is 11.62%. LAVFX dividend yield stands at 7.63%, paid annually.

LAVFX top holdings include Alphabet Inc,class A (4.7%), Jpmorgan Chase (3.9%), Taiwan Semiconductor Manufacturing Co Ltd (3.1%), Unitedhealth Group Incorporated (2.6%), Keysight Technologies Inc. (2.5%). Go to all LAVFX holdings, LAVFX sectors, or LAVFX dividends.

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