LMVWX Mutual Fund

LMVWX Mutual Fund (Lord Abbett Focused Small Cap Value Fund Class R6) is managed by Lord Abbett Family of Funds with $740.0M in net assets. LMVWX expense ratio is 0.99%, holding 42 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2019-06-28.

LMVWX performance shows a YTD return of 15.94%. The 1-year return is 17.17% and the 5-year return is 5.78%. LMVWX dividend yield stands at 3.86%, paid annually.

LMVWX top holdings include Fortrea Holdings Inc (4.3%), Element Solutions Inc (3.3%), Littelfuse Inc (3.3%), Insight Enterprises Inc (3.2%), Kontoor Brands Inc (3.2%). Go to all LMVWX holdings, LMVWX sectors, or LMVWX dividends.

LMVWX can be compared against other funds. Use LMVWX overlap to find shared positions, or LMVWX vs another fund for a side-by-side view. LMVWX alternatives are available via the screener, along with tax-loss harvesting opportunities.