LVOSX Mutual Fund

LVOSX Mutual Fund (Lord Abbett Value Opportunities Fund Class R4) is managed by Lord Abbett Family of Funds. LVOSX expense ratio is 1.19%, holding 64 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-06-30.

LVOSX performance shows a YTD return of 11.70%. The 1-year return is 12.89% and the 5-year return is 4.22%. LVOSX dividend yield stands at 5.55%, paid annually.

LVOSX top holdings include Sei Investments Co. (2.9%), Silicon Motion Technology Corp (2.6%), Lincoln Electric Holdings Inc (2.4%), Synnex Corp (2.4%), Littelfuse Inc (2.4%). Go to all LVOSX holdings, LVOSX sectors, or LVOSX dividends.

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