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 Industrials, Financials, Consumer Discretionary. 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 Element Solutions Inc (4.3%), Littelfuse Inc (4.2%), Fortrea Holdings Inc (3.8%), Willscot Holdings Corp (3.7%), Silicon Motion Technology Corp., ADR (3.7%). 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.