LAVQX Mutual Fund

LAVQX Mutual Fund (Lord Abbett Fundamental Equity Fund Cl R2) is managed by Lord Abbett Family of Funds with $4.9M in net assets. LAVQX expense ratio is 1.30%, holding 57 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2007-09-28.

LAVQX performance shows a YTD return of 6.77%. The 1-year return is 14.93% and the 5-year return is 10.29%. LAVQX dividend yield stands at 7.13%, paid annually.

LAVQX top holdings include Alphabet Inc,class A (4.5%), Jpmorgan Chase (4.1%), Microsoft Corp (2.9%), Taiwan Semiconductor - Adr (2.6%), Unitedhealth Group Incorporated (2.5%). Go to all LAVQX holdings, LAVQX sectors, or LAVQX dividends.

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