LAVSX Mutual Fund

LAVSX Mutual Fund (Lord Abbett Fundamental Equity Fund Class R4) is managed by Lord Abbett Family of Funds with $5.2M in net assets. LAVSX expense ratio is 0.95%, holding 57 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2015-06-30.

LAVSX performance shows a YTD return of 6.98%. The 1-year return is 15.30% and the 5-year return is 9.78%. LAVSX dividend yield stands at 7.41%, paid annually.

LAVSX 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 LAVSX holdings, LAVSX sectors, or LAVSX dividends.

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