Lord Abbett Value Fund Quote
| LVOYX Fund | USD 20.70 0.16 0.77% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lord Abbett is trading at 20.70 as of the 30th of January 2025; that is 0.77 percent decrease since the beginning of the trading day. The fund's open price was 20.86. Lord Abbett has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund normally invests at least 65 percent 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. More on Lord Abbett Value
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Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Lord Abbett (View all Sectors) |
| Update Date | 31st of December 2024 |
Lord Abbett Value [LVOYX] is traded in USA and was established 30th of January 2025. Lord Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Lord Abbett family. This fund now has accumulated 3.05 B in assets with no minimum investment requirementsLord Abbett Value is currently producing year-to-date (YTD) return of 4.26% with the current yeild of 0.0%, while the total return for the last 3 years was 5.9%.
Check Lord Abbett Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lord Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lord Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lord Abbett Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lord Abbett Value Mutual Fund Constituents
| LCII | LCI Industries | Stock | Consumer Discretionary | |
| EWBC | East West Bancorp | Stock | Financials | |
| FIS | Fidelity National Information | Stock | Financials | |
| CRL | Charles River Laboratories | Stock | Health Care | |
| PKI | PerkinElmer | Stock | Health Care | |
| CSL | Carlisle Companies Incorporated | Stock | Industrials | |
| ENTG | Entegris | Stock | Information Technology | |
| BAH | Booz Allen Hamilton | Stock | Information Technology |
Lord Abbett Top Holders
| ALFAX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFVX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFFX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFKX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFRX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFTX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFQX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFCX | Lord Abbett Alpha | Mutual Fund | Small Growth |
Lord Abbett Value Risk Profiles
| Mean Deviation | 0.81 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.64 | |||
| Risk Adjusted Performance | (0.02) |
Lord Abbett Against Markets
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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