LAVVX Mutual Fund

LAVVX Mutual Fund (Lord Abbett Fundamental Equity Fund Class R6) is managed by Lord Abbett Family of Funds with $22.2M in net assets. LAVVX expense ratio is 0.63%, holding 57 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-06-30.

LAVVX performance shows a YTD return of 7.61%. The 1-year return is 19.04% and the 5-year return is 10.93%. LAVVX dividend yield stands at 7.38%, paid annually.

LAVVX 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 LAVVX holdings, LAVVX sectors, or LAVVX dividends.

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