LAVTX Mutual Fund

LAVTX Mutual Fund (Lord Abbett Fundamental Equity Fund Class R5) is managed by Lord Abbett Family of Funds. LAVTX expense ratio is 0.70%, holding 57 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-06-30.

LAVTX performance shows a YTD return of 7.58%. The 1-year return is 19.00% and the 5-year return is 10.85%. LAVTX dividend yield stands at 7.47%, paid annually.

LAVTX 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 LAVTX holdings, LAVTX sectors, or LAVTX dividends.

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