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, Industrials, Information Technology. 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 11.71%. LAVYX dividend yield stands at 7.48%, paid annually.

LAVYX 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 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.