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Lord Abbett Fundamental Equity Fund Cl R3: (MF: LAVRX)

(NASDAQ Mutual Funds) As of May 8, 2026 05:53 PM ET

$16.60 USD

-0.03 (-0.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.88 55
3 months -0.88 55
6 months 2.62 43
1 Year 15.98 42
3 Year 16.26 26
5 Year 10.63 31
10 Year 10.59 54

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -41.31
Bull Market (2/09 - 3/21) 640.44

Load Adjusted Returns as of Mar 31, 2026

1 Year 15.98
5 Year 10.62
10 Year 10.59
Since Inception 8.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.88 NA NA NA
2025 -0.06 4.84 7.80 3.53
2024 12.36 -1.43 7.49 0.98
2023 0.08 4.73 -2.38 10.30
2022 -2.51 -13.58 -4.12 11.81
2021 10.31 5.05 1.38 9.53

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.8816.9320.2112.87-9.6828.702.4322.35-8.6212.6315.54
% Total Return Rel to Index 3.41-1.28-4.80-13.378.510.01-15.96-9.13-4.23-9.163.61
% Total Return Rel to Peer -0.581.874.37-2.411.104.36-5.76-3.28-1.06-4.774.22
% Perf Quintile vs Peer* 3.002.002.003.003.001.004.004.004.005.001.00
% Dividends 0.000.040.090.070.110.100.180.150.130.140.16
% Yield 0.000.260.280.310.860.641.471.161.140.941.16
Capital Gains ($) 0.001.210.930.000.511.580.001.090.911.430.47
Expense Ratio 0.001.181.201.191.211.211.191.241.211.211.23

* 1 = Top 20%, 5 = Bottom 20%