LMVVX Mutual Fund

LMVVX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class R5) is managed by Lord Abbett Family of Funds with $279.7M in net assets. LMVVX expense ratio is 1.03%, holding 42 positions across sectors including Financials, Materials. Inception date: 2019-06-28.

LMVVX performance shows a YTD return of 16.17%. The 1-year return is 21.51% and the 5-year return is 5.94%. LMVVX dividend yield stands at 3.87%, paid annually.

LMVVX 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 LMVVX holdings, LMVVX sectors, or LMVVX dividends.

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