LAVTX Mutual Fund
LAVTX Mutual Fund
Lord Abbett Fundamental Equity Fund Class R5
LAVTX Mutual Fund Overview
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 Unknown, Information Technology. Inception date: 2015-06-30.
LAVTX performance shows a YTD return of 5.29%. The 1-year return is 18.74% and the 5-year return is 10.64%. LAVTX dividend yield stands at 7.64%, paid annually.
LAVTX 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 LAVTX holdings, sector breakdown, or dividend history.
LAVTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LAVTX alternatives are available via the screener, along with tax-loss harvesting opportunities.