Nasdaq - Delayed Quote USD

Lord Abbett Focused Small Cap Value F3 (LMVOX)

33.41 +0.61 (+1.86%)
At close: 8:00 PM EST
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DELL
  • Previous Close 32.80
  • YTD Return 6.88%
  • Expense Ratio 0.98%
  • Category Small Value
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 100.35M
  • Beta (5Y Monthly) 1.06
  • Yield 0.23%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.07
  • Inception Date Jun 28, 2019

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 small 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.

Lord Abbett

Fund Family

Small Value

Fund Category

100.35M

Net Assets

2019-06-28

Inception Date

Performance Overview: LMVOX

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Trailing returns as of 11/20/2024. Category is Small Value.

YTD Return

LMVOX
6.88%
Category
26.79%
?

1-Year Return

LMVOX
27.54%
Category
71.02%
?

3-Year Return

LMVOX
2.03%
Category
9.35%
?

5-Year Return

LMVOX
9.29%
Category
12.17%
?

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Holdings: LMVOX

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Top 10 Holdings (29.76% of Total Assets)

SymbolCompany% Assets
BDC
Belden Inc. 3.43%
BRC
Brady Corporation 3.34%
DRS
Leonardo DRS, Inc. 3.30%
AVNT
Avient Corporation 3.20%
AEIS
Advanced Energy Industries, Inc. 2.96%
BC
Brunswick Corporation 2.86%
PB
Prosperity Bancshares, Inc. 2.70%
MMI
Marcus & Millichap, Inc. 2.67%
MIR
Mirion Technologies, Inc. 2.67%
CRTO
Criteo S.A. 2.63%

Sector Weightings

Recent News: LMVOX

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Research Reports: LMVOX

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