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 61 positions across sectors including Financials, Industrials, Materials. 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 7.73%. LRSOX dividend yield stands at 4.13%, paid annually.

LRSOX top holdings include Silicon Motion Technology Corp (3.3%), Littelfuse Inc (2.5%), Cushman & Wakefield Llc (2.4%), Wsfs Financial Corp Common Stock (2.3%), White Mountains Insurance Group, Ltd Common Stock (2.3%). 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.