Lord Abbett Value Opportunities Fund Class R4
LVOSX
NASDAQ
| Weiss Ratings | LVOSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | LVOSX-NASDAQ | Click to Compare |
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| Provider | Lord Abbett | |||
| Manager/Tenure (Years) | John Hardy (7), James B. Sullivan (0) | |||
| Website | http://www.lordabbett.com | |||
| Fund Information | LVOSX-NASDAQ | Click to Compare |
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| Fund Name | Lord Abbett Value Opportunities Fund Class R4 | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LVOSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.23% | |||
| Dividend | LVOSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.28% | |||
| Asset Allocation | LVOSX-NASDAQ | Click to Compare |
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| Cash | 0.00% | |||
| Stock | 100.00% | |||
| U.S. Stock | 90.63% | |||
| Non-U.S. Stock | 9.37% | |||
| 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 | LVOSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.06% | |||
| 30-Day Total Return | -4.64% | |||
| 60-Day Total Return | -3.57% | |||
| 90-Day Total Return | 0.22% | |||
| Year to Date Total Return | 1.17% | |||
| 1-Year Total Return | 15.47% | |||
| 2-Year Total Return | 6.53% | |||
| 3-Year Total Return | 30.00% | |||
| 5-Year Total Return | 18.00% | |||
| Price | LVOSX-NASDAQ | Click to Compare |
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| 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 | LVOSX-NASDAQ | Click to Compare |
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| Nav | $18.08 | |||
| 1-Month Low NAV | $17.58 | |||
| 1-Month High NAV | $18.99 | |||
| 52-Week Low NAV | $15.30 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.38 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | LVOSX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 15.23 | |||
| Balance Sheet | LVOSX-NASDAQ | Click to Compare |
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| Total Assets | 1.05B | |||
| Operating Ratios | LVOSX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.16% | |||
| Turnover Ratio | 33.00% | |||
| Performance | LVOSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.15% | |||
| Last Bear Market Total Return | -15.47% | |||