LRSTX Mutual Fund

LRSTX Mutual Fund (Lord Abbett Small-Cap Value Fund Class R5) is managed by Lord Abbett Family of Funds with $13,157 in net assets. LRSTX expense ratio is 0.96%, holding 61 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2015-06-30.

LRSTX performance shows a YTD return of 14.96%. The 1-year return is 19.55% and the 5-year return is 6.17%. LRSTX dividend yield stands at 0.36%, paid annually.

LRSTX top holdings include Chord Energy Corp (3.1%), Marex Group Plc (2.8%), Fortrea Holdings Inc (2.7%), Genpact Ltd (2.5%), Crawford & Co Cl B (2.2%). Go to all LRSTX holdings, LRSTX sectors, or LRSTX dividends.

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