Lord Abbett Value Opportunities Fund Class R3
LVORX
NASDAQ
| Weiss Ratings | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | John Hardy (6) | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Lord Abbett Value Opportunities Fund Class R3 | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 28, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.56% | |||
| Asset Allocation | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 92.66% | |||
| Non-U.S. Stock | 7.34% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.13% | |||
| 30-Day Total Return | -2.12% | |||
| 60-Day Total Return | 7.74% | |||
| 90-Day Total Return | -1.36% | |||
| Year to Date Total Return | -6.96% | |||
| 1-Year Total Return | -0.42% | |||
| 2-Year Total Return | 14.96% | |||
| 3-Year Total Return | 29.10% | |||
| 5-Year Total Return | 52.62% | |||
| Price | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.56 | |||
| 1-Month Low NAV | $16.38 | |||
| 1-Month High NAV | $16.90 | |||
| 52-Week Low NAV | $14.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.65 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.88 | |||
| Standard Deviation | 19.42 | |||
| Balance Sheet | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.09B | |||
| Operating Ratios | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.44% | |||
| Turnover Ratio | 33.00% | |||
| Performance | LVORX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 18.91% | |||
| Last Bear Market Total Return | -15.51% | |||