LMCSX Mutual Fund

LMCSX Mutual Fund

NAV$38.35
See how much of LMCSX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$17M
Expense Ratio
1.01%
Dividend Yield (Current)
4.42%
Holdings
60
Inception Date
Jun 30, 2015
Fund Family
Lord Abbett Family of Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+12.02%
1 Year+19.77%
3 Year+13.13%
5 Year+9.46%
10 Year+8.70%

Asset Allocation

Stocks: 99.55%
Other: 0.46%
See how much of LMCSX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
SIMOSilicon Motion Technology Corp3.77%
UTHRUnited Therapeutics Corp3.10%
PRPermian Resources Corp2.86%
KEYSKeysight Technologies Inc.2.73%
WTMWhite Mountains Insurance Group, Ltd Common Stock2.42%
Top 10 Concentration: 26.06%Report Date: Mar 31, 2026
Download all 60 holdings for LMCSX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.42%
Frequency
Annually
Latest Distribution
$2.88
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

LMCSX Mutual Fund Overview

LMCSX Mutual Fund (Lord Abbett Mid Cap Stock Fund Class R) is managed by Lord Abbett Family of Funds with $17.0M in net assets. LMCSX expense ratio is 1.01%, holding 60 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-06-30.

LMCSX performance shows a YTD return of 12.02%. The 1-year return is 19.77% and the 5-year return is 9.46%. LMCSX dividend yield stands at 4.42%, paid annually.

LMCSX 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 LMCSX holdings, LMCSX sectors, or LMCSX dividends.

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