LMVWX Mutual Fund

LMVWX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class R6) is managed by Lord Abbett Family of Funds with $740.0M in net assets. LMVWX expense ratio is 0.99%, holding 42 positions across sectors including Financials, Materials. Inception date: 2019-06-28.

LMVWX performance shows a YTD return of 16.21%. The 1-year return is 21.58% and the 5-year return is 6.00%. LMVWX dividend yield stands at 3.85%, paid annually.

LMVWX 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 LMVWX holdings, LMVWX sectors, or LMVWX dividends.

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