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, Financials, Industrials. Inception date: 2007-09-28.

LAVQX performance shows a YTD return of 7.27%. The 1-year return is 18.29% and the 5-year return is 11.07%. LAVQX dividend yield stands at 7.09%, paid annually.

LAVQX top holdings include Alphabet Inc.Class A (4.7%), Jpmorgan Chase (3.9%), Taiwan Semiconductor - Adr (3.1%), Unitedhealth Group Incorporated (2.6%), Keysight Technologies Inc. (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.