Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LAMAX Insights | LAMAX Score | LAMAX Performance | LAMAX News | LAMAX Allocation | LAMAX Holdings Change

Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

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

 

Graph of Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) ManagerFund Manager - Marc H. Pavese

Fund Manager Information

Fund Manager Tenure: 3.5 years
Similar Funds: LAMBX  LAMCX  LAMFX  LAMPX  LAMQX  LAMRX  LAMYX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) ProfileLord Abbett Calibrated Dividend Gr A Fund (LAMAX) Profile

Fund Profile and Description

Lord Abbett Calibrated Dividend Gr A Fund seeks current income and capital appreciation. Lord Abbett Calibrated Dividend Gr A Fund normally invests at least 50% of net assets in equity securities and may invest the remaining assets in equity or fixed income securities. It normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity and fixed income securities. These securities are issued by companies organized in or maintaining their principal place of business in the United States, or whose securities are traded primarily in the United States.

 

Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund Strength What we like about Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

Data for Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) as of May 30, 2016

  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) management has been with Lord Abbett Calibrated Dividend Gr A Fund for 3.5 years
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has good short-term performance (1-year return 5.48% vs -1.15% Large Blend category median performance)
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has good mid-term performance (3-year return 10.26% vs 9.43% Large Blend category median performance)
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.74, lower than category average of 11.67
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has a lower expense ratio than its Large Blend average: 0.85% vs 1.02%

Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) Weakness What we are cautious about Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

Data for Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) as of May 30, 2016

  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has a less-than-ideal Long-term performance (5-year return 9.88% vs 10.15% Large Blend category median performance)
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has a Morningstar rating of 3 and below
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) has an annual stock turnover rate of 57.79% that is higher than the Large Blend average of 53.12%. This could mean Lord Abbett Calibrated Dividend Gr A is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) carries a 5.75% load
See Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Calibrated Dividend Gr A8.655.4810.269.88
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) Net Asset TrackingLord Abbett Calibrated Dividend Gr A (LAMAX) Fund Net Asset

Track net asset change of Lord Abbett Calibrated Dividend Gr A fund (LAMAX)

DateNet Asset
05/2016$2.02B
03/2016$1.92B
02/2016$1.80B
More historic net asset information on Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)

  

Graph of Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) Portfolio TrackingLord Abbett Calibrated Dividend Gr A (LAMAX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Calibrated Dividend Gr A fund (LAMAX)

DateCashStockBondOther
03/20160.26%98.9%0%0.84%
12/20150.15%99.85%0%0%
09/20150.1%94.43%0%5.47%
Click here to see more historic asset allocation information on Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)

 

graph of Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

Discover what Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) manager is buying

Mar 30, 2016
Chevron Corporation Common Stoc [3.46%]
Walgreens Boots Alliance, Inc. [3.36%]
3M Company Common Stock [3.06%]
D/B/A Chubb Limited New Common [2.82%]
Accenture plc Class A Ordinary [2.64%]
FedEx Corporation Common Stock [2.4%]
Verizon Communications Inc. Com [2.38%]
International Business Machines [2.36%]

Dec 30, 2015
Walgreens Boots Alliance, Inc. [3.59%]
Chevron Corporation Common Stoc [3.49%]
3M Company Common Stock [3.43%]
D/B/A Chubb Limited New Common [2.93%]
Johnson & Johnson Common Stock [2.57%]
Reynolds American Inc Common St [2.47%]
CVS Health Corporation Common S [2.46%]
Verizon Communications Inc. Com [2.33%]

Sep 29, 2015
3M Company Common Stock [3.6%]
Chevron Corporation Common Stoc [3.23%]
Walgreens Boots Alliance, Inc. [2.83%]
Ace Limited Common Stock [2.73%]
CVS Health Corporation Common S [2.57%]
International Business Machines [2.53%]
Monsanto Company Common Stock [2.43%]
Medtronic plc. Ordinary Shares [2.42%]
Verizon Communications Inc. Com [2.41%]
Click here for Stock Holding Change Map in Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)

  

Latest News on Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

See what is happening with Lord Abbett Calibrated Dividend Gr A Fund (LAMAX)

    No recent news

 

Lord Abbett Calibrated Dividend Gr A Fund (LAMAX) Related ResourcesSee more information on Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

Popular pages on Lord Abbett Calibrated Dividend Gr A (LAMAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update