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 Information Technology. Inception date: 2015-06-30.

LAVSX performance shows a YTD return of 5.20%. The 1-year return is 18.44% and the 5-year return is 10.36%. LAVSX dividend yield stands at 7.54%, paid annually.

LAVSX 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 LAVSX holdings, sector breakdown, or dividend history.

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