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 Financials, Industrials, Information Technology. 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 10.70%. LAVFX dividend yield stands at 7.60%, paid annually.

LAVFX top holdings include Alphabet Inc. C (5.5%), Jpmorgan Chase (3.6%), Keysight Technologies Inc. (2.7%), Taiwan Semiconductor - Adr (2.4%), Shell Plc (2.4%). 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.