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 Information Technology. Inception date: 2007-09-28.

LAVQX performance shows a YTD return of 5.02%. The 1-year return is 18.07% and the 5-year return is 9.94%. LAVQX dividend yield stands at 7.24%, paid annually.

LAVQX top holdings include Microsoft Corp 4.100 Feb 06 37 (2.4%), Boeing Co (2.3%), Aon Plc (1.8%), Analog Devices, Inc. (1.8%), Amphenol Corp. Class A (1.6%). View all LAVQX holdings, sector breakdown, or dividend history.

LAVQX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LAVQX alternatives are available via the screener, along with tax-loss harvesting opportunities.