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, Industrials, Information Technology. 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 12.04%. LDFVX dividend yield stands at 7.32%, paid annually.

LDFVX 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 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.