About LIFLX
The Lord Abbett Focused Large Cap Value Fund Class I is a mutual fund designed to achieve long-term capital growth by investing primarily in the equities of large U.S. companies. Managed with a focused approach, the fund typically holds about 29 positions, concentrating on high-conviction ideas among industry-leading firms. Its portfolio emphasizes value stocks—companies considered undervalued based on fundamental factors—with notable allocations across sectors such as financials, information technology, communication services, and industrials. Representative holdings include JPMorgan Chase & Co., Microsoft Corp, and Alphabet Inc., reflecting a blend of traditional value and select growth-oriented names. With its inception in August 2019, the fund targets institutional investors, as evidenced by a minimum initial investment requirement of $1,000,000 for Class I shares, except for certain qualified intermediaries or retirement plans. The fund distributes dividends annually and maintains a competitive net expense ratio of 0.71%. By combining a focused strategy with rigorous fundamental analysis, the Lord Abbett Focused Large Cap Value Fund Class I serves investors seeking exposure to established U.S. companies with perceived long-term value potential in the large-cap equity segment.
Fund Family Lord Abbett
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LIFLX
Share Class Class I
Index Russell 1000 Value TR
LIFLX had a total return of 9.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.81%.
