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Lord Abbett Fundamental Equity B Fund (GILBX)

Fund performance review and position details on Lord Abbett Fundamental Equity B Fund (GILBX)

    Last Trade: $ on , Change: (0%)

Lord Abbett Fundamental Equity B Fund (GILBX) HighlightLord Abbett Fundamental Equity B Fund (GILBX) Fund Summary

Lord Abbett Fundamental Equity B Fund (GILBX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: Lord Abbett
Net Asset: $3.09B
Yield: 0.49%
Year-to-Date Return: 3.98%
Morningstar rating: 2

 

Lord Abbett Fundamental Equity B Fund (GILBX) CostLord Abbett Fundamental Equity B Fund (GILBX) Cost

Lord Abbett Fundamental Equity B Fund (GILBX) various investment related cost

Initial Investment: 1,500
Total Expense Ratio (Large Blend average): 1.72% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 149.38%

 

Lord Abbett Fundamental Equity B Fund (GILBX) PerformanceLord Abbett Fundamental Equity B Fund (GILBX) Performance

Most current Lord Abbett Fundamental Equity B Fund (GILBX) Performance

1-month Performance (Large Blend category median performance): 1.72% (1.66%)
3-month Performance (Large Blend category median performance): 11.08% (8.92%)
1 Year Performance (Large Blend category median performance): -1.87% (-1.15%)
3 Year Performance (Large Blend category median performance): 6.83% (9.43%)
5 Year Performance (Large Blend category median performance): 7.12% (10.15%)
Number of Years of positive return: 13 years
Number of Years of negative return: 5 years
3 year Alpha (Large Blend category average): -3.6 (-1.74)
3 year Beta (Large Blend category average): 0.97 (1)
3 year Sharpe Ratio: 0.62
3 year Treynor: 6.93

Lord Abbett Fundamental Equity B Fund (GILBX) topholdingTop Stock Holdings in Lord Abbett Fundamental Equity B Fund (GILBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
General Electric Company Common4.19%0.00%
JP Morgan Chase & Co. Common St3.7%0.00%
Johnson & Johnson Common Stock3.51%0.00%
Pfizer, Inc. Common Stock3.43%0.00%
Microsoft Corporation3.08%0.00%
Cisco Systems, Inc.3.03%0.00%
D/B/A Chubb Limited New Common 2.8%0.00%
Exxon Mobil Corporation Common 2.74%0.00%
Mondelez International, Inc.2.69%0.00%
Time Warner Inc. New Common Sto2.59%0.00%
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Fundamental Equity B Fund (GILBX) Portfolio AllocationLord Abbett Fundamental Equity B Fund (GILBX) Fund Portfolio Allocation

Lord Abbett Fundamental Equity B Fund (GILBX) Fund Portfolio Allocation data as of 03/2016

Stock98.08%
Bond0%
Cash1.92%
Other0%

 

Lord Abbett Fundamental Equity B Fund (GILBX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Lord Abbett Fundamental Equity B-1.876.837.12
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

Lord Abbett Fundamental Equity B Fund (GILBX) PerformanceOther Financial Data Web Sites on Lord Abbett Fundamental Equity B Fund (GILBX)

Addition research sites for Lord Abbett Fundamental Equity B Fund (GILBX)

 

Lord Abbett Fundamental Equity B Fund (GILBX) Related ResourcesSee more information on Lord Abbett Fundamental Equity B (GILBX) Fund

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