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Lord Abbett Fundamental Equity Fund Class R6: (MF: LAVVX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:48 PM ET

$16.64 USD

0.00 (NA)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.19 55
3 months 5.00 50
6 months 11.61 26
1 Year 17.61 35
3 Year 17.94 30
5 Year 13.54 20
10 Year 12.46 43

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.58
5 Year 13.66
10 Year 11.28
Since Inception 10.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.13 4.87 7.99 3.67
2024 12.52 -1.31 7.69 1.08
2023 0.24 4.86 -2.28 10.49
2022 -2.35 -13.42 -3.96 11.90
2021 10.46 5.18 1.54 9.67

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.1917.5820.9013.50-9.1429.393.0223.12-8.1213.4216.15
% Total Return Rel to Index 1.42-0.63-4.11-12.749.060.71-15.37-8.36-3.72-8.364.21
% Total Return Rel to Peer -0.032.525.06-1.771.645.05-5.18-2.52-0.56-3.984.82
% Perf Quintile vs Peer* 3.002.000.003.003.001.004.004.004.005.001.00
% Dividends 0.000.130.170.140.170.180.240.220.210.210.23
% Yield 0.000.691.000.841.351.111.891.621.701.411.63
Capital Gains ($) 0.001.210.930.000.511.580.001.090.911.430.46
Expense Ratio 0.000.630.630.630.630.630.630.640.620.620.00

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