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Lord Abbett Diversified Equity Strat R3 Fund (LDSRX)

Fund performance review and position details on Lord Abbett Diversified Equity Strat R3 Fund (LDSRX)

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

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) HighlightLord Abbett Diversified Equity Strat R3 Fund (LDSRX) Fund Summary

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) statistics as of May 30, 2016

Category: Large Growth
Fund Family: Lord Abbett
Net Asset: $262.26M
Yield: 2.03%
Year-to-Date Return: 1.30%
Morningstar rating: 1

 

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) CostLord Abbett Diversified Equity Strat R3 Fund (LDSRX) Cost

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Large Growth average): 0.50% (1.17%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 6.70%

 

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) PerformanceLord Abbett Diversified Equity Strat R3 Fund (LDSRX) Performance

Most current Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) Performance

1-month Performance (Large Growth category median performance): 1.84% (2.15%)
3-month Performance (Large Growth category median performance): 9.38% (8.20%)
1 Year Performance (Large Growth category median performance): -4.39% (-1.74%)
3 Year Performance (Large Growth category median performance): 7.46% (10.74%)
5 Year Performance (Large Growth category median performance): 6.92% (10.14%)
Number of Years of positive return: 5 years
Number of Years of negative return: 3 years
3 year Alpha (Large Growth category average): -3.01 (-0.82)
3 year Beta (Large Growth category average): 0.98 (1.04)
3 year Sharpe Ratio: 0.67
3 year Treynor: 7.57

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) topholdingTop Stock Holdings in Lord Abbett Diversified Equity Strat R3 Fund (LDSRX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Lord Abbett Affiliated I19.81%N/A
Lord Abbett Growth Opportunities I15.17%N/A
Lord Abbett Fundamental Equity I14.96%N/A
Lord Abbett Growth Leaders I14.81%N/A
Lord Abbett Intl Core Equity I11.82%N/A
Lord Abbett Value Opportunities I10.15%N/A
Lord Abbett International Opp I8.16%N/A
Lord Abbett Developing Growth I4.88%N/A
*Note: The price change will reset to 0 after the midnight

 

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) Portfolio AllocationLord Abbett Diversified Equity Strat R3 Fund (LDSRX) Fund Portfolio Allocation

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) Fund Portfolio Allocation data as of 03/2016

Stock96.49%
Bond0%
Cash1.94%
Other1.57%

 

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) CompareCompare with other Large Growth category mutual funds

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

Fund1 Year3 year5 year
Lord Abbett Diversified Equity Strat R3-4.397.466.92
American Funds AMCAP R6 (RAFGX)-1.1311.8211.94 Compare
AB Core Opportunities Advisor (ADGYX)3.3612.0412.15 Compare
Eaton Vance Growth R (ELCRX)0.1013.0010.73 Compare

See top fund managers for Large Growth Category Funds

 

Lord Abbett Diversified Equity Strat R3 Fund (LDSRX) PerformanceOther Financial Data Web Sites on Lord Abbett Diversified Equity Strat R3 Fund (LDSRX)

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