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Nasdaq - Delayed Quote USD

Lord Abbett Focused Large Cap Value R6 (LVFLX)

11.96
-0.75
(-5.90%)
At close: April 4 at 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.71%
5y Average Return 22.50%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 3, 2025) 28.05%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 28.05%
Worst 3Y Total Return 6.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LVFLX
Category
YTD
-0.23%
4.44%
1-Month
-4.43%
-4.04%
3-Month
-0.23%
4.09%
1-Year
6.96%
14.37%
3-Year
8.12%
6.04%
5-Year
21.24%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
18.11%
22.97%
Last Bear Market
-13.42%
-11.27%

Annual Total Return (%) History

Year
LVFLX
Category
2025
--
--
2024
21.39%
--
2023
14.42%
11.63%
2022
-10.16%
-5.90%
2021
28.05%
26.22%
2020
5.00%
2.91%
2019
--
25.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.23% -- -- --
2024 13.23% -0.95% 7.54% 0.65%
2023 -0.82% 3.84% -1.30% 12.56%
2022 -1.49% -13.42% -6.99% 13.25%
2021 14.51% 5.03% -0.27% 6.75%
2020 -36.10% 29.14% 2.09% 24.63%
2019 5.97% -- -- --

Rank in Category (By Total Return)

YTD 79
1-Month 87
3-Month 79
1-Year 47
3-Year 30
5-Year 3

Load Adjusted Returns

1-Year 6.96%
3-Year 8.12%
5-Year 21.24%
10-Year --

Performance & Risk

YTD Return -3.71%
5y Average Return 22.50%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 34.05M
YTD Return -0.23%
Yield 0.91%
Morningstar Rating
Inception Date Jul 31, 2019

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of large companies. It seeks to invest in securities of companies 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.

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