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| 18.35 Net Asset Value | 0.00% 1 Day | +4.26% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.90% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +2.17% | 3 years | +6.37% | |
| 3 months | +3.91% | 5 years | +13.04% | |
| 1 year | +11.54% | Since inception | +9.72% |
| LVOCX | Category | |
|---|---|---|
| Performance 5-yr return | +13.04% | +12.98% |
| Expense ratio | 1.90% | 1.13% |
| Risk 5 year sharpe ratio | 1.13 | 1.15 |
| Net assets | $3.1B | $2.1B |
| Average market cap | $5.8B | $7.2B |
| Average P/E | 22.8 | 21.8 |
| Portfolio turnover | 37% | 37% |
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 / 11 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $1,500.00 |
| U.S. stock | 98.76% |
| International stock | 1.24% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| ACGL Arch Capital Group Ltd | 2.70% |
| WAL Western Alliance Bancorp | 2.27% |
| BAH Booz Allen Hamilton Holding Corp | 2.11% |
| EWBC East West Bancorp Inc | 2.08% |
| COO Cooper Companies Inc | 2.08% |
| MTSI MACOM Technology Solutions Holdings Inc | 2.06% |
| RS Reliance Steel & Aluminum Co | 1.89% |
| RJF Raymond James Financial Inc | 1.88% |
| BDC Belden Inc | 1.85% |
| WAB Westinghouse Air Brake Technologies Corp | 1.81% |
