- What does LMVYX invest in?
- The Fund seeks long-term capital appreciation by investing at least 80% of its assets in equity securities of companies with market capitalizations of less than $350 million at the time of purchase. The Fund will invest in micro-cap companies that appear to be undervalued.
- What is the expense ratio of LMVYX?
- Lord Abbett Focused Small Cap Value Fund;I (LMVYX) charges an expense ratio of 1.03%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LMVYX?
- Lord Abbett Focused Small Cap Value Fund;I (LMVYX) manages $98.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is LMVYX actively managed or an index fund?
- LMVYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was LMVYX launched?
- Lord Abbett Focused Small Cap Value Fund;I (LMVYX) launched in July 1999 and is managed by the fund issuer.
- How has LMVYX performed?
- LMVYX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
