LMVYX Mutual Fund

LMVYX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class I) is managed by Lord Abbett Family of Funds with $125.0M in net assets. LMVYX expense ratio is 1.03%, holding 42 positions across sectors including Financials, Materials. Inception date: 1999-07-09.

LMVYX performance shows a YTD return of 16.18%. The 1-year return is 21.52% and the 5-year return is 5.94%. LMVYX dividend yield stands at 3.87%, paid annually.

LMVYX 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 LMVYX holdings, LMVYX sectors, or LMVYX dividends.

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