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, Financials, Industrials. Inception date: 2015-06-30.

LAVSX performance shows a YTD return of 7.47%. The 1-year return is 18.72% and the 5-year return is 11.47%. LAVSX dividend yield stands at 7.41%, paid annually.

LAVSX 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 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.