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Lord Abbett Value Opportunities Fund (LVOFX)

16.95
+0.15
+(0.89%)
At close: 8:04:19 PM EDT
Loading Chart for LVOFX
  • Previous Close 16.80
  • YTD Return -7.39%
  • Expense Ratio 1.04%
  • Category Mid-Cap Blend
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.17B
  • Beta (5Y Monthly) 1.05
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.02
  • Inception Date Jun 30, 2015

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

1.17B

Net Assets

2015-06-30

Inception Date

Performance Overview: LVOFX

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Trailing returns as of 4/16/2025. Category is Mid-Cap Blend.

YTD Return

LVOFX
7.39%
Category
17.04%
 

1-Year Return

LVOFX
4.18%
Category
50.44%
 

3-Year Return

LVOFX
2.19%
Category
13.15%
 

5-Year Return

LVOFX
13.66%
Category
13.75%
 

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Holdings: LVOFX

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Sector Weightings

SectorLVOFX
Industrials   23.47%
Technology   16.71%
Healthcare   9.15%
Energy   5.60%
Real Estate   4.14%
Utilities   3.16%

Recent News: LVOFX

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Research Reports: LVOFX

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