LAVPX Mutual Fund

LAVPX Mutual Fund (Lord Abbett Fundamental Equity Fund Class P) is managed by Lord Abbett Family of Funds. LAVPX expense ratio is 1.15%, holding 57 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2001-08-15.

LAVPX performance shows a YTD return of 7.32%. The 1-year return is 18.43% and the 5-year return is 11.23%. LAVPX dividend yield stands at 7.39%, paid annually.

LAVPX 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 LAVPX holdings, LAVPX sectors, or LAVPX dividends.

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