Lord Abbett Focused Small Cap Value Fund (LMVYX) Research

Typically, this fund commits a substantial portion—at least 80% of its total assets, a figure which includes any funds borrowed for investment purposes—to equities of smaller enterprises. Its core strategy involves identifying and investing in businesses that the portfolio management team believes are trading below their true worth in the market. These opportunities are pursued when their stock prices are considered reasonable relative to the management team's own appraisal of their inherent or prospective value.

Market snapshot

Symbol
LMVYX
Price
$33.18
Day change
+1.75%
Market cap
$95.3M
52-week range
26.88-33.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Chase Growth Fund (CHASX)
  • Driehaus Event Driven Fund (DEVDX)
  • Eventide Exponential Technologies Fund (ETIEX)
  • Janus Henderson Small-Mid Cap Value Fund (JSVSX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSAX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSCX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSNX)
  • Timothy Plan Small/Mid Cap Growth Class A (TAAGX)

Open Lord Abbett Focused Small Cap Value Fund (LMVYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.