LFVAX Mutual Fund

LFVAX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class A) is managed by Lord Abbett Family of Funds with $270.3M in net assets. LFVAX expense ratio is 1.28%, holding 42 positions across sectors including Financials, Materials. Inception date: 2000-05-01.

LFVAX performance shows a YTD return of 15.98%. The 1-year return is 21.19% and the 5-year return is 6.25%. LFVAX dividend yield stands at 4.17%, paid annually.

LFVAX top holdings include White Mountains Insurance Group, Ltd Common Stock (3.1%), Arcosa Inc (2.4%), Affiliated Managers Group Inc. (2.4%), Belden Inc (1.9%). Go to all LFVAX holdings, LFVAX sectors, or LFVAX dividends.

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