Lord Abbett Mid Cap Stock Fund (LAVLX)
The investment seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. It may invest up to 10% of its net assets in foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"), and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.
Fund Info
US5439191041
543919104
Jun 28, 1983
$1,000
Mid-Cap
Value
Expense Ratio
LAVLX has a high expense ratio of 0.98%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Lord Abbett Mid Cap Stock Fund (LAVLX) returned -3.02% year-to-date (YTD) and 2.78% over the past 12 months. Over the past 10 years, LAVLX returned 6.26% annually, underperforming the S&P 500 benchmark at 10.88%.
LAVLX
-3.02%
5.61%
-9.58%
2.78%
7.11%
12.76%
6.26%
^GSPC (Benchmark)
0.68%
7.17%
-1.66%
11.63%
12.51%
14.34%
10.88%
Monthly Returns
The table below presents the monthly returns of LAVLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.30% | -2.95% | -4.98% | -3.33% | 4.30% | -3.02% | |||||||
| 2024 | 0.25% | 5.41% | 5.31% | -5.40% | 3.85% | -2.28% | 5.25% | 2.08% | 1.30% | -0.94% | 7.03% | -6.74% | 14.96% |
| 2023 | 7.18% | -1.86% | -3.44% | 0.77% | -3.99% | 8.32% | 3.62% | -1.39% | -4.56% | -3.88% | 8.90% | 6.31% | 15.50% |
| 2022 | -4.75% | 0.58% | 0.67% | -6.76% | 2.46% | -10.21% | 7.82% | -2.55% | -9.03% | 10.64% | 5.87% | -3.94% | -11.02% |
| 2021 | -0.03% | 6.86% | 6.71% | 5.74% | 0.60% | -2.02% | 0.06% | 2.26% | -2.55% | 5.24% | -2.85% | 6.33% | 28.79% |
| 2020 | -2.90% | -9.62% | -20.73% | 13.07% | 4.98% | 1.27% | 2.72% | 1.47% | -4.05% | 2.01% | 15.13% | 4.59% | 2.73% |
| 2019 | 10.37% | 3.36% | -0.62% | 4.00% | -8.80% | 6.93% | 1.53% | -4.35% | 4.44% | -0.32% | 2.69% | 2.97% | 22.92% |
| 2018 | 2.24% | -4.32% | 0.41% | 0.48% | 1.15% | -0.60% | 2.94% | 1.57% | -0.45% | -9.07% | 1.64% | -10.48% | -14.55% |
| 2017 | 1.64% | 1.71% | -0.81% | 0.99% | -0.17% | 0.71% | 0.70% | -2.53% | 2.01% | 0.90% | 1.62% | 0.15% | 7.06% |
| 2016 | -6.59% | -0.00% | 9.08% | 1.78% | 2.49% | -0.57% | 3.30% | 0.59% | 0.33% | -1.83% | 6.31% | 1.40% | 16.61% |
| 2015 | -2.98% | 5.74% | 0.90% | -0.75% | 1.69% | -2.18% | 0.77% | -5.22% | -4.00% | 5.61% | 0.55% | -3.09% | -3.57% |
| 2014 | -2.75% | 5.12% | 0.88% | -0.42% | 2.51% | 2.94% | -4.44% | 4.77% | -3.40% | 2.83% | 3.11% | 0.43% | 11.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LAVLX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lord Abbett Mid Cap Stock Fund (LAVLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Lord Abbett Mid Cap Stock Fund provided a 10.01% dividend yield over the last twelve months, with an annual payout of $3.28 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.28 | $3.28 | $0.40 | $2.36 | $2.92 | $0.35 | $0.91 | $1.57 | $0.80 | $0.17 | $0.20 | $0.12 |
Dividend yield | 10.01% | 9.70% | 1.23% | 8.40% | 8.51% | 1.19% | 3.19% | 6.55% | 2.67% | 0.60% | 0.79% | 0.47% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Mid Cap Stock Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $3.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.40 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.00 | $0.00 | $1.95 | $2.36 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.92 | $2.92 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.80 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.20 |
| 2014 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Mid Cap Stock Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lord Abbett Mid Cap Stock Fund was 60.58%, occurring on Mar 9, 2009. Recovery took 979 trading sessions.
The current Lord Abbett Mid Cap Stock Fund drawdown is 9.71%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.58% | Jul 16, 2007 | 415 | Mar 9, 2009 | 979 | Jan 29, 2013 | 1394 |
| -42.16% | Feb 21, 2020 | 22 | Mar 23, 2020 | 179 | Dec 4, 2020 | 201 |
| -32.61% | Oct 6, 1987 | 17 | Oct 28, 1987 | 447 | Jul 14, 1989 | 464 |
| -28.62% | Apr 11, 2002 | 126 | Oct 9, 2002 | 287 | Dec 1, 2003 | 413 |
| -25.9% | Apr 23, 1998 | 121 | Oct 8, 1998 | 384 | Mar 31, 2000 | 505 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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