17.61 Net Asset Value | -0.40% 1 Day | -1.95% 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 | -1.62% | 3 years | +4.69% | |
3 months | -5.63% | 5 years | +9.70% | |
1 year | +6.76% | Since inception | +9.39% |
LVOCX | Category | |
---|---|---|
Performance 5-yr return | +9.70% | +10.43% |
Expense ratio | 1.90% | 1.09% |
Risk 5 year sharpe ratio | 0.80 | 0.92 |
Net assets | $3.0B | $2.2B |
Average market cap | $6.7B | $8.1B |
Average P/E | 22.8 | 17.5 |
Portfolio turnover | 57% | 57% |
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Fund family | Lord Abbett |
Fund manager & tenure | Thomas Maher / 12 Years |
Minimal initial investment | $1,500.00 |
Minimum IRA investment | $1,500.00 |
U.S. stock | 100.00% |
International stock | 0.00% |
Fixed income | 0.00% |
Cash | 0.00% |
Other | 0.00% |
Business service | -- |
Consumer goods | -- |
Consumer service | -- |
Energy | -- |
Financial service | -- |
FLIR FLIR Systems Inc | 2.50% |
WAL Western Alliance Bancorp | 2.38% |
RS Reliance Steel & Aluminum Co | 2.36% |
EWBC East West Bancorp Inc | 2.26% |
XPO XPO Logistics Inc | 2.15% |
BDC Belden Inc | 1.89% |
FHN First Horizon National Corp | 1.84% |
HRC Hill-Rom Holdings Inc | 1.83% |
LYV Live Nation Entertainment Inc | 1.73% |
DOX Amdocs Ltd | 1.68% |