Mutual Funds - Profile

Lord Abbett Value Opportunities Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States.

The investment process starts with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.

The fund has the flexibility to invest up to 10% of More

Price

  • Last Close
  • $18.13
    -0.3
  • 52 Week HL
  • $20.43 - $15.82
  • Net Assets
  • $1900 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 26, 2021

Top 10 Holdings
Mar 17, 2021

Company Holding
Euronet Worldwide 2.2
Western Alliance 2.2
Charles River 2.1
Entegris Inc 2.1
East West 1.9
Company Holding
Avery Dennison 1.8
Crane Co 1.8
Discover Financial 1.8
Sonos Inc 1.8
Caesars Entertainment 1.7
Total 19.4%

Manager

  • Name
  • Eli Rabinowich
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-7.7 % YTD

  • 3 Year
  • 12.04%
  • 5 Year
  • 13.87%
  • Best
  • 33.51%
    2009
  • Worst
  • -27.99%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
LVOQX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.7% 11.7% -25.4% 11.8% -2.7% 1.1% 3% 4% 4.4% 13.9% -
Q2 - 3.6% 21.5% 0.3% 5.4% 2% 2.4% -0.3% 2.7% 3% -
Q3 - 4.8% 4.1% 0.6% 6.4% 2.3% 4.2% -8.1% -5.8% 5.5% -
Q4 - -6.9% 15.1% -5.3% -17.2% 3.5% 5.7% 1.6% 7.8% 9.7% -

Returns +
M

J F M A M J J A S O N D
2022 -8% - - - - - - - - - - -
2021 -0.3% 8.7% 3.1% 5.2% -0.6% -1% 1.6% 2.2% 0.9% -0.2% -8.2% -0.6%

Annual
Return

Index Comparison

Alpha

NAV