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

LAVVX performance shows a YTD return of 7.19%. The 1-year return is 15.70% and the 5-year return is 11.03%. LAVVX dividend yield stands at 7.41%, paid annually.

LAVVX 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 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.