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Lord Abbett Value Opportunities Fund Class R5: (MF: LVOTX)

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

$19.46 USD

-0.10 (-0.51%)

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 7.38 43
3 months 6.78 52
6 months 8.58 62
1 Year 10.62 83
3 Year 10.81 55
5 Year 5.85 49
10 Year 10.01 71

* 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 0.87
5 Year 6.06
10 Year 8.69
Since Inception 7.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.32 3.95 4.00 0.67
2024 9.97 -3.52 8.70 -1.28
2023 3.84 4.93 -2.85 10.56
2022 -9.70 -15.41 -5.34 8.28
2021 11.81 3.72 1.45 8.40

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.380.8713.8517.04-21.7227.5515.4523.18-11.6510.4123.60
% Total Return Rel to Index 3.49-17.34-11.16-9.19-3.51-1.13-2.94-8.30-7.25-11.3811.67
% Total Return Rel to Peer 0.29-6.431.930.96-2.208.23-3.54-2.24-0.87-5.187.65
% Perf Quintile vs Peer* 3.005.000.003.004.002.003.004.003.004.002.00
% Dividends 0.000.090.040.060.150.050.090.110.050.040.03
% Yield 0.000.430.190.440.830.190.400.540.290.180.16
Capital Gains ($) 0.001.061.300.241.342.881.002.011.761.242.30
Expense Ratio 0.000.900.930.930.910.900.930.930.870.890.89

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