LDFVX Mutual Fund

LDFVX Mutual Fund (Lord Abbett Fundamental Equity Fund Class A) is managed by Lord Abbett Family of Funds. LDFVX expense ratio is 0.95%, holding 57 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1996-07-15.

LDFVX performance shows a YTD return of 6.92%. The 1-year return is 15.32% and the 5-year return is 10.66%. LDFVX dividend yield stands at 7.36%, paid annually.

LDFVX 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 LDFVX holdings, LDFVX sectors, or LDFVX dividends.

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