LRSOX Mutual Fund

LRSOX Mutual Fund (Lord Abbett Small-Cap Value Fund Class F3) is managed by Lord Abbett Family of Funds with $31.9M in net assets. LRSOX expense ratio is 0.89%, holding 56 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2017-04-04.

LRSOX performance shows a YTD return of 17.94%. The 1-year return is 22.64% and the 5-year return is 7.74%. LRSOX dividend yield stands at 4.15%, paid annually.

LRSOX top holdings include Silicon Motion Technology Corp (3.6%), Littelfuse Inc (3.0%), Element Solutions Inc (2.6%), Fortrea Holdings Inc (2.6%), Marex Group Plc (2.5%). Go to all LRSOX holdings, LRSOX sectors, or LRSOX dividends.

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