|
|
| 20.16 Net Asset Value | +0.50% 1 Day | +3.38% 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 | +2.39% | 3 years | +12.39% | |
| 3 months | +7.75% | 5 years | +22.08% | |
| 1 year | +23.12% | Since inception | +11.54% |
| LVOCX | Category | |
|---|---|---|
| Performance 5-yr return | +22.08% | +20.01% |
| Expense ratio | 1.93% | 1.23% |
| Risk 5 year sharpe ratio | 1.27 | 1.35 |
| Net assets | $3.4B | $1.9B |
| Average market cap | $5.1B | $7.0B |
| Average P/E | 20.8 | 17.8 |
| Portfolio turnover | 66% | 66% |
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 / 8 Years |
| Minimal initial investment | $1,500.00 |
| Minimum IRA investment | $1,500.00 |
| U.S. stock | 97.67% |
| International stock | 2.33% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| JAH Jarden Corporation | 2.37% |
| MHK Mohawk Industries, Inc. | 2.12% |
| CSE CapitalSource Inc | 2.08% |
| ACT Actavis PLC | 1.84% |
| HIG Hartford Financial Services Group Inc | 1.73% |
| HCC HCC Insurance Holdings Inc. | 1.65% |
| RKT Rock-Tenn Company | 1.65% |
| RS Reliance Steel and Aluminum | 1.58% |
| PKI PerkinElmer Inc | 1.57% |
| HP Helmerich & Payne, Inc. | 1.57% |
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