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Lord Abbett Securities Tr, Lord Abbett Value Opportunities Fd Cl A: (MF: LVOAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:01 PM ET

$18.11 USD

-0.09 (-0.49%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.37 44
3 months 6.73 52
6 months 8.49 63
1 Year 10.37 83
3 Year 10.53 58
5 Year 5.59 51
10 Year 9.11 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.28
Bull Market (2/09 - 3/21) 545.18

Load Adjusted Returns as of Feb 28, 2026

1 Year -4.90
5 Year 4.61
10 Year 7.20
Since Inception 8.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.40 3.88 3.96 0.56
2024 9.94 -3.59 8.64 -1.33
2023 3.76 4.88 -2.92 10.47
2022 -9.76 -15.45 -5.42 8.23
2021 11.73 3.64 1.44 8.29

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.370.5613.6116.71-21.9027.2115.1922.86-11.8410.1616.38
% Total Return Rel to Index 3.52-17.65-11.40-9.52-3.69-1.46-3.20-8.62-7.45-11.634.44
% Total Return Rel to Peer 0.32-6.741.690.64-2.387.90-3.79-2.57-1.07-5.430.43
% Perf Quintile vs Peer* 3.005.000.003.004.002.003.004.003.004.004.00
% Dividends 0.000.040.000.020.100.000.040.060.010.000.00
% Yield 0.000.210.000.210.610.000.210.320.040.000.00
Capital Gains ($) 0.001.061.290.241.342.881.002.011.761.251.13
Expense Ratio 0.001.161.181.181.161.151.181.181.111.151.17

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