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 Financials, Information Technology, Health Care. Inception date: 2003-03-31.

LAVYX performance shows a YTD return of 7.16%. The 1-year return is 15.57% and the 5-year return is 10.95%. LAVYX dividend yield stands at 7.51%, paid annually.

LAVYX 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 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.