Lord Abbett Fundamental Equity FundLAVRX
Type
Mutual fund
Peer group
Global equity
Net assets
$2.2B
Expense ratio
1.18%
1-year return
+15.0%
3 years, a year
+16.9%
5 years, a year
+10.4%
12-month yield
7.52%
Holdings
57
What it aims to do.
The Funds investment objective is long-term growth of capital and income without excessive fluctuations in market value.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 5.49% |
| JPM JPMorgan Chase & Co | 3.65% |
| KEYS Keysight Technologies Inc | 2.71% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | 2.42% |
| SHEL Shell PLC | 2.38% |
| UTHR United Therapeutics Corp | 2.37% |
| MSFT Microsoft Corp | 2.36% |
| WFC Wells Fargo & Co | 2.31% |
| BA Boeing Co/The | 2.25% |
| STLD Steel Dynamics Inc | 2.06% |
More on LAVRX.
- LAVRX overview
- LAVRX holdings
- LAVRX risk
- LAVRX costs
- LAVRX money in and out
- LAVRX share classes
- Compare LAVRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.