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Lord Abbett Value Opportunities Fund (LVOAX)

17.97
+0.14
+(0.79%)
At close: 8:09:23 AM EDT
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  • Previous Close 17.83
  • YTD Return -9.63%
  • Expense Ratio 1.19%
  • Category Mid-Cap Blend
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.07B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.02
  • Inception Date Sep 28, 2007

The fund normally invests at least 65% of its net assets in equity securities of small and mid-sized companies. Small and mid-sized companies are defined as companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2500™ Index. 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.

Lord Abbett

Fund Family

Mid-Cap Blend

Fund Category

1.07B

Net Assets

2007-09-28

Inception Date

More about Lord Abbett Value Opportunities Fund

Performance Overview: LVOAX

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Trailing returns as of 5/15/2025. Category is Mid-Cap Blend.

YTD Return

LVOAX
9.63%
Category
17.04%
 

1-Year Return

LVOAX
0.31%
Category
50.44%
 

3-Year Return

LVOAX
3.89%
Category
13.15%
 

5-Year Return

LVOAX
10.23%
Category
13.75%
 

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LDFVX Lord Abbett Fundamental Equity Fund
15.39
+0.72%
 
LAMAX Lord Abbett Dividend Growth A
23.18
+0.56%
 
LICAX Lord Abbett International Equity Fund
16.61
+0.54%
 
LTRAX Lord Abbett Total Return Fund
8.63
+0.12%
 
ALFAX Lord Abbett Alpha Strategy A
25.15
+0.76%
 
LIDAX Lord Abbett International Value Fund
9.17
+0.22%
 
LBNDX Lord Abbett Bond-Debenture A
7.04
0.00%
 
LMGAX Lord Abbett Growth Opportunities A
26.16
+0.69%
 
LABFX Lord Abbett Multi-Asset Balanced Opp A
12.46
+0.40%
 
LAFFX Lord Abbett Affiliated A
19.24
+0.73%
 
LALDX Lord Abbett Short Duration Income A
3.8700
0.00%
 
LGLAX Lord Abbett Growth Leaders Fund
46.91
+0.47%
 
LAGVX Lord Abbett Income A
2.3900
0.00%
 
LCRAX Lord Abbett Core Fixed Income Fund
9.15
0.00%
 
LAGWX Lord Abbett Developing Growth A
20.47
+0.94%
 
LHYAX Lord Abbett High Yield Fund
6.27
+0.16%
 

Holdings: LVOAX

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Sector Weightings

SectorLVOAX
Industrials   23.08%
Financial Services   19.11%
Technology   15.70%
Healthcare   9.96%
Consumer Cyclical   9.28%
Energy   6.31%
Basic Materials   4.30%
Real Estate   4.22%
Utilities   3.42%
Consumer Defensive   2.77%
Communication Services   1.87%
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Recent News: LVOAX

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Research Reports: LVOAX

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