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Lord Abbett Securities Tr, Lord Abbett Value Opportunities Fd Cl I: (MF: LVOYX)

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

$19.44 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 7.39 43
3 months 6.79 51
6 months 8.59 62
1 Year 10.63 83
3 Year 10.82 55
5 Year 5.85 49
10 Year 9.38 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.01
Bull Market (2/09 - 3/21) 578.28

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.87
5 Year 6.06
10 Year 8.07
Since Inception 9.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.33 3.95 4.01 0.67
2024 9.98 -3.52 8.71 -1.28
2023 3.85 5.00 -2.91 10.57
2022 -9.67 -15.38 -5.35 8.22
2021 11.82 3.73 1.49 8.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.390.8713.8717.06-21.7027.5215.4723.13-11.6010.4216.72
% Total Return Rel to Index 3.49-17.34-11.15-9.18-3.50-1.15-2.93-8.35-7.21-11.374.79
% Total Return Rel to Peer 0.30-6.431.940.98-2.198.21-3.52-2.30-0.83-5.170.77
% Perf Quintile vs Peer* 3.005.000.003.004.002.003.004.003.004.003.00
% Dividends 0.000.090.040.060.150.050.090.110.050.050.03
% Yield 0.000.430.190.440.830.200.400.540.300.210.16
Capital Gains ($) 0.001.061.300.241.342.881.002.011.761.251.13
Expense Ratio 0.000.910.930.930.910.890.930.930.860.900.92

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