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| 18.17 Net Asset Value | +0.33% 1 Day | +3.24% 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 | +4.01% | 3 years | +6.14% | |
| 3 months | +0.66% | 5 years | +11.40% | |
| 1 year | +10.82% | Since inception | +9.50% |
| LVOCX | Category | |
|---|---|---|
| Performance 5-yr return | +11.40% | +12.98% |
| Expense ratio | 1.90% | 1.12% |
| Risk 5 year sharpe ratio | 1.07 | 1.10 |
| Net assets | $3.1B | $2.0B |
| Average market cap | $5.9B | $7.0B |
| Average P/E | 24.0 | 21.4 |
| 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 | 98.89% |
| International stock | 1.11% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| WAL Western Alliance Bancorp | 2.48% |
| COO Cooper Companies Inc | 2.29% |
| EWBC East West Bancorp Inc | 2.14% |
| RJF Raymond James Financial Inc | 2.13% |
| RS Reliance Steel & Aluminum Co | 1.86% |
| MTSI MACOM Technology Solutions Holdings Inc | 1.85% |
| BDC Belden Inc | 1.85% |
| BAH Booz Allen Hamilton Holding Corp | 1.82% |
| ACGL Arch Capital Group Ltd | 1.79% |
| SHOO Steven Madden Ltd | 1.74% |
