LAVYX Mutual Fund

LAVYX Mutual Fund (Lord Abbett Fundamental Equity Fund Class I) is managed by Lord Abbett Family of Funds. LAVYX expense ratio is 0.70%, holding 57 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-03-31.

LAVYX performance shows a YTD return of 7.59%. The 1-year return is 18.95% and the 5-year return is 11.73%. LAVYX dividend yield stands at 7.51%, paid annually.

LAVYX top holdings include Alphabet Inc,class A (4.7%), Jpmorgan Chase (3.9%), Taiwan Semiconductor Manufacturing Co Ltd (3.1%), Unitedhealth Group Incorporated (2.6%), Keysight Technologies Inc. (2.5%). Go to all LAVYX holdings, LAVYX sectors, or LAVYX dividends.

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