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Lord Abbett Value Opportunities Fd - Cl R2: (MF: LVOQX)

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

$16.52 USD

-0.08 (-0.48%)

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 7.28 47
3 months 6.62 54
6 months 8.29 64
1 Year 9.95 84
3 Year 10.13 63
5 Year 5.22 56
10 Year 8.74 89

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.50
Bull Market (2/09 - 3/21) 511.87

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.24
5 Year 5.42
10 Year 7.44
Since Inception 7.19

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.48 3.79 3.89 0.47
2024 9.88 -3.66 8.53 -1.43
2023 3.70 4.78 -3.02 10.35
2022 -9.79 -15.53 -5.47 8.09
2021 11.68 3.55 1.33 8.16

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.280.2413.2316.28-22.1526.7614.7422.45-12.109.8116.03
% Total Return Rel to Index 3.44-17.97-11.78-9.96-3.95-1.91-3.65-9.04-7.71-11.984.09
% Total Return Rel to Peer 0.25-7.051.310.20-2.637.45-4.25-2.98-1.33-5.780.08
% Perf Quintile vs Peer* 3.005.000.003.004.002.003.004.003.004.003.00
% Dividends 0.000.000.000.000.050.000.000.010.000.000.00
% Yield 0.000.000.000.000.310.000.000.020.000.000.00
Capital Gains ($) 0.001.061.300.241.342.881.002.011.751.251.13
Expense Ratio 0.001.511.531.531.511.501.531.531.461.501.52

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