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, Information Technology, Health Care. Inception date: 2015-06-30.

LAVTX performance shows a YTD return of 7.16%. The 1-year return is 15.62% and the 5-year return is 10.95%. LAVTX dividend yield stands at 7.50%, paid annually.

LAVTX 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 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.