LAFVX Mutual Fund

LAFVX Mutual Fund (Lord Abbett Affiliated Fund Class R6) is managed by Lord Abbett Family of Funds with $27.5M in net assets. LAFVX expense ratio is 0.39%, holding 67 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-06-30.

LAFVX performance shows a YTD return of 12.82%. The 1-year return is 21.29% and the 5-year return is 10.87%. LAFVX dividend yield stands at 6.78%, paid quarterly.

LAFVX top holdings include Alphabet A Usd 0.001 (4.9%), Taiwan Semiconductor - Adr (3.7%), Morgan Stanley (3.6%), Jpmorgan Chase & Co. (3.2%), Dell Technologies Inc. (3.0%). Go to all LAFVX holdings, LAFVX sectors, or LAFVX dividends.

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