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Lord Abbett Securities Tr, Lord Abbett Value Opportunities Fd Cl C: (MF: LVOCX)

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

$13.68 USD

-0.06 (-0.44%)

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 7.23 48
3 months 6.52 55
6 months 8.06 66
1 Year 9.57 84
3 Year 9.70 69
5 Year 4.80 61
10 Year 8.30 92

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.79
Bull Market (2/09 - 3/21) 470.03

Load Adjusted Returns as of Feb 28, 2026

1 Year -1.11
5 Year 5.00
10 Year 7.00
Since Inception 8.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.58 3.77 3.70 0.42
2024 9.75 -3.76 8.36 -1.50
2023 3.64 4.69 -3.13 10.26
2022 -9.89 -15.64 -5.60 8.01
2021 11.53 3.48 1.22 8.05

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.23-0.1212.7315.89-22.5026.2514.3421.94-12.539.3215.53
% Total Return Rel to Index 3.42-18.34-12.28-10.34-4.29-2.43-4.05-9.54-8.14-12.473.60
% Total Return Rel to Peer 0.22-7.420.81-0.18-2.986.93-4.64-3.48-1.75-6.27-0.41
% Perf Quintile vs Peer* 3.005.000.003.004.002.003.004.004.005.003.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.061.300.241.342.881.002.011.751.251.13
Expense Ratio 0.001.911.931.931.911.901.931.931.871.891.92

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