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 Information Technology, Financials, Industrials. Inception date: 1996-07-15.

LDFVX performance shows a YTD return of 7.41%. The 1-year return is 18.72% and the 5-year return is 11.46%. LDFVX dividend yield stands at 7.36%, paid annually.

LDFVX 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 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.