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 106 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 | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LIFLX vs TILVX |
Best Risk-Adjusted Alternatives to LIFLX
LIFLX has a PortfoliosLab risk / return rank of 38. There are 256 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | LIFLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LIFLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | LIFLX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | LIFLX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | LIFLX vs AVLVX |
Top Performing LIFLX Alternatives (YTD)
LIFLX is at 5.70% YTD. There are 298 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | LIFLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | LIFLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | LIFLX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | LIFLX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | LIFLX vs YAFFX |
Lowest Volatility Alternatives to LIFLX
LIFLX has 10.95% 1-year volatility. There are 123 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | LIFLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | LIFLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LIFLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | LIFLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | LIFLX vs TMMAX |
Lowest Drawdown Alternatives to LIFLX
LIFLX has a 1-year max drawdown of -8.22%. There are 237 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 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 | 76 | 0.93% | — | Oct 2004 | LIFLX vs LLDYX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 70 | 0.83% | — | Nov 1993 | LIFLX vs LALDX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 74 | 2.37% | — | May 2020 | LIFLX vs LSYAX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 79 | 13.08% | — | Jan 1950 | LIFLX vs LAFFX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 77 | 2.47% | — | Apr 2020 | LIFLX vs LSYIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 40 | 1.16% | — | Mar 1971 | LIFLX vs LBNDX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 14 | 8.81% | — | Jun 2011 | LIFLX vs LGLIX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 62 | 1.81% | — | 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 | 59 | 13.15% | — | Jun 1983 | LIFLX vs LAVLX |
Often Compared With LIFLX
Investors most often compare LIFLX with IVV, ACIIX, AVERX. These 20 comparison targets span 5 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