LAVRX Mutual Fund

LAVRX Mutual Fund (Lord Abbett Fundamental Equity Fund Cl R3) is managed by Lord Abbett Family of Funds with $106.2M in net assets. LAVRX expense ratio is 1.20%, holding 57 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2007-09-28.

LAVRX performance shows a YTD return of 7.31%. The 1-year return is 18.42% and the 5-year return is 11.19%. LAVRX dividend yield stands at 7.34%, paid annually.

LAVRX 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 LAVRX holdings, LAVRX sectors, or LAVRX dividends.

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