Nasdaq - Delayed Quote USD

Lord Abbett Fundamental Equity R4 (LAVSX)

15.13
+0.01
+(0.07%)
At close: May 30 at 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.07%
5y Average Return 14.20%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 29, 2025) 28.95%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 28.95%
Worst 3Y Total Return 4.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAVSX
Category
YTD
-2.81%
4.44%
1-Month
-2.81%
-4.04%
3-Month
-7.92%
4.09%
1-Year
8.77%
14.37%
3-Year
9.64%
6.04%
5-Year
14.32%
9.20%
10-Year
8.45%
8.57%
Last Bull Market
17.97%
22.97%
Last Bear Market
-13.50%
-11.27%

Annual Total Return (%) History

Year
LAVSX
Category
2025
--
--
2024
20.53%
--
2023
13.09%
11.63%
2022
-9.42%
-5.90%
2021
28.95%
26.22%
2020
2.72%
2.91%
2019
22.69%
25.04%
2018
-8.47%
-8.53%

2017
13.03%
15.94%
2016
15.72%
14.81%
2015
--
-4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 12.45% -1.41% 7.62% 1.01%
2023 0.08% 4.82% -2.34% 10.38%
2022 -2.47% -13.50% -4.05% 11.90%
2021 10.41% 5.05% 1.51% 9.53%
2020 -26.91% 16.69% 4.24% 15.55%
2019 10.86% 2.26% 1.88% 6.22%
2018 -2.48% -0.56% 6.32% -11.22%
2017 1.55% 2.22% 3.14% 5.58%
2016 -0.43% 4.70% 3.84% 6.90%

2015 -8.80% 5.81% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 37
3-Month 87
1-Year 35
3-Year 18
5-Year 33

Load Adjusted Returns

1-Year 8.77%
3-Year 9.64%
5-Year 14.32%
10-Year 8.45%

Performance & Risk

YTD Return 1.07%
5y Average Return 14.20%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 1.83B
YTD Return -2.81%
Yield 0.90%
Morningstar Rating
Inception Date Jun 30, 2015

Fund Summary

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.

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