| 18.78 Net Asset Value | -0.63% 1 Day | +3.02% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.93% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +2.96% | 3 years | +15.16% | |
| 3 months | +3.59% | 5 years | +13.17% | |
| 1 year | +8.00% | Since inception | +10.44% |
| LVOCX | Category | |
|---|---|---|
| Performance 5-yr return | +13.17% | +14.77% |
| Expense ratio | 1.93% | 1.23% |
| Risk 5 year sharpe ratio | 0.86 | 0.97 |
| Net assets | $3.0B | $1.6B |
| Average market cap | $5.3B | $7.0B |
| Average P/E | 21.5 | 19.5 |
| Portfolio turnover | 72% | 72% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Lord Abbett |
| Fund manager & tenure | Thomas Maher / 9 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $1,500.00 |
| U.S. stock | 98.60% |
| International stock | 0.77% |
| Cash | 0.62% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| AKAM Akamai Technologies Inc | 2.83% |
| HCC HCC Insurance Holdings Inc | 2.01% |
| MRVL Marvell Technology Group Ltd | 1.95% |
| R Ryder System Inc | 1.91% |
| JAH Jarden Corp | 1.87% |
| PF Pinnacle Foods Inc | 1.82% |
| SBNY Signature Bank | 1.62% |
| POR Portland General Electric Co | 1.54% |
| IGTE IGATE Corp | 1.52% |
| FRT Federal Realty Investment Trust | 1.51% |
