LMCHX Mutual Fund

LMCHX Mutual Fund (Lord Abbett Mid Cap Stock Fund Class R3) is managed by Lord Abbett Family of Funds with $24.8M in net assets. LMCHX expense ratio is 0.68%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-06-30.

LMCHX performance shows a YTD return of 12.23%. The 1-year return is 20.12% and the 5-year return is 9.45%. LMCHX dividend yield stands at 4.62%, paid annually.

LMCHX top holdings include Silicon Motion Technology Corp (3.8%), United Therapeutics Corp (3.1%), Permian Resources Corp (2.9%), Keysight Technologies Inc. (2.7%), White Mountains Insurance Group, Ltd Common Stock (2.4%). Go to all LMCHX holdings, LMCHX sectors, or LMCHX dividends.

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