Lord Abbett Focused Large Cap Value Fund (LIFLX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LIFLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIFLX
LIFLX charges 0.68% annually. There are 107 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | LIFLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LIFLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LIFLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LIFLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | LIFLX vs VVIAX |
Best Risk-Adjusted Alternatives to LIFLX
LIFLX has a PortfoliosLab risk / return rank of 50. There are 268 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | LIFLX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | LIFLX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | LIFLX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | LIFLX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | LIFLX vs MALVX |
Top Performing LIFLX Alternatives (YTD)
LIFLX is at 8.36% YTD. There are 285 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | LIFLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | LIFLX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | LIFLX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | LIFLX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | LIFLX vs YAFFX |
Lowest Volatility Alternatives to LIFLX
LIFLX has 11.03% 1-year volatility. There are 124 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | LIFLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | LIFLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LIFLX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | LIFLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | LIFLX vs ACIIX |
Lowest Drawdown Alternatives to LIFLX
LIFLX has a 1-year max drawdown of -8.22%. There are 234 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LIFLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LIFLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LIFLX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | LIFLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LIFLX vs SVAIX |
Other Mutual Funds from Lord Abbett
The 10 most viewed Lord Abbett mutual funds shown here include LLDYX, LALDX, LSYAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 88 | 0.93% | — | Oct 2004 | LIFLX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 78 | 0.83% | — | Nov 1993 | LIFLX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 75 | 1.63% | — | May 2020 | LIFLX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 80 | 11.98% | — | Jan 1950 | LIFLX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 1.72% | — | Apr 2020 | LIFLX vs LSYIX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 9 | 1.97% | — | Jun 2011 | LIFLX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 38 | 0.17% | — | Mar 1971 | LIFLX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 57 | 0.83% | — | Dec 1998 | LIFLX vs LHYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 1.69% | — | Oct 2016 | LIFLX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 70 | 12.42% | — | Jun 1983 | LIFLX vs LAVLX |
Often Compared With LIFLX
Investors most often compare LIFLX with IVV, AVERX, AUXFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LIFLX with Any Fund or Stock
Compare LIFLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIFLX with funds that move differently
Lord Abbett Focused Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIFLX.
Explore LIFLX Diversifiers