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Lord Abbett Value Opportunities Fund Class C (LVOCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 65% of its net assets in equity securities of small and mid-sized companies. The remainder of the fund's assets may be invested in companies of any size. The fund may change this policy at any time. The Advisor attempts to invest in companies the investment team believes have been undervalued by the market and whose securities are selling at reasonable prices in relation to an assessment of their potential or intrinsic value.


1 month-0.95% 3 years+7.16%
3 months+9.66% 5 years+7.81%
1 year-5.36% Since inception+9.41%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+7.81%+7.75%
Expense ratio1.92%1.17%
Risk 5 year sharpe ratio0.530.57
Net assets$2.6B$1.6B
Average market cap$5.3B$6.6B
Average P/E24.016.9
Portfolio turnover47%47%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureThomas Maher / 10 Years
Minimal initial investment$1,500.00
Minimum IRA investment$1,500.00


U.S. stock97.10%
Fixed income0.77%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FRT Federal Realty Investment Trust2.77%
RNR Renaissancere Holdings Ltd2.51%
ACM AECOM Technology Corp2.22%
STE STERIS plc2.11%
RS Reliance Steel & Aluminum Co2.08%
BAH Booz Allen Hamilton Holding Corp2.07%
-- 2.02%
CMS CMS Energy Corp2.02%
PF Pinnacle Foods Inc1.92%
FIS Fidelity National Information Services Inc1.83%

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