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Nasdaq - Delayed Quote USD

Lord Abbett Fundamental Equity F (LAVFX)

13.75
-0.42
(-2.96%)
As of 8:09:17 AM EDT. Market Open.
Loading Chart for LAVFX
  • Previous Close 14.17
  • YTD Return 0.07%
  • Expense Ratio 0.80%
  • Category Large Value
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.88B
  • Beta (5Y Monthly) 0.90
  • Yield 0.99%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.16
  • Inception Date Jun 30, 2015

The fund invests in equity securities of U.S. and multinational companies across all market capitalization ranges that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities.

Lord Abbett

Fund Family

Large Value

Fund Category

1.88B

Net Assets

2015-06-30

Inception Date

Performance Overview: LAVFX

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Trailing returns as of 4/9/2025. Category is Large Value.

YTD Return

LAVFX
0.07%
Category
4.44%
 

1-Year Return

LAVFX
7.36%
Category
14.37%
 

3-Year Return

LAVFX
8.34%
Category
6.04%
 

5-Year Return

LAVFX
17.66%
Category
9.20%
 

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Holdings: LAVFX

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Sector Weightings

SectorLAVFX
Industrials   16.12%
Healthcare   15.71%
Technology   11.65%
Energy   6.82%
Real Estate   3.39%
Utilities   3.37%

Recent News: LAVFX

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Research Reports: LAVFX

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