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 Financials, Industrials, Information Technology. 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 10.26%. LAVRX dividend yield stands at 7.30%, paid annually.

LAVRX top holdings include Alphabet Inc. C (5.5%), Jpmorgan Chase (3.6%), Keysight Technologies Inc. (2.7%), Taiwan Semiconductor - Adr (2.4%), Shell Plc (2.4%). 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.