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Lord Abbett Fundamental Equity R2 (LAVQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Fundamental Equity R2 (LAVQX) Fund

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

 

Graph of Lord Abbett Fundamental Equity R2 Fund (LAVQX) ManagerFund Manager - Sean J. Aurigemma

Fund Manager Information

Fund Manager Tenure: 9.0 years
Similar Funds: LAVFX  LAVPX  LAVRX  LAVYX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Lord Abbett Fundamental Equity R2 Fund (LAVQX) ProfileLord Abbett Fundamental Equity R2 Fund (LAVQX) Profile

Fund Profile and Description

Lord Abbett Fundamental Equity R2 Fund seeks long-term growth of capital and income. Lord Abbett Fundamental Equity R2 Fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities. It invests at least 50% of net assets in large, established companies having a market capitalization within the range of companies included in the Russell 1000 Index and invests the remainder of its assets in securities of mid-sized and small companies.

 

Lord Abbett Fundamental Equity R2 (LAVQX) Fund Strength What we like about Lord Abbett Fundamental Equity R2 (LAVQX) Fund

Data for Lord Abbett Fundamental Equity R2 Fund (LAVQX) as of May 30, 2016

  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) management has been with Lord Abbett Fundamental Equity R2 Fund for 9.0 years
  • Asset base in Lord Abbett Fundamental Equity R2 Fund (LAVQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.48, lower than category average of 11.67

Lord Abbett Fundamental Equity R2 Fund (LAVQX) Weakness What we are cautious about Lord Abbett Fundamental Equity R2 (LAVQX) Fund

Data for Lord Abbett Fundamental Equity R2 Fund (LAVQX) as of May 30, 2016

  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has a less-than-ideal short-term performance (1-year return -1.46% vs -1.15% Large Blend category median performance)
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has a less-than-ideal mid-term performance (3-year return 7.27% vs 9.43% Large Blend category median performance)
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has a less-than-ideal Long-term performance (5-year return 7.54% vs 10.15% Large Blend category median performance)
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) ratio of up-years vs down years can be improved
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has a Morningstar rating of 3 and below
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) is less safe compared to its Large Blend peers
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has an annual stock turnover rate of 149.38% that is higher than the Large Blend average of 53.12%. This could mean Lord Abbett Fundamental Equity R2 is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Fundamental Equity R2 Fund (LAVQX) has a higher expense ratio of 1.33% than its Large Blend average of 1.02%
  • Even though Lord Abbett Fundamental Equity R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Fundamental Equity R2 Fund (LAVQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Fundamental Equity R2 Fund (LAVQX)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 Fundamental Equity R24.16-1.467.277.54
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 Fundamental Equity R2 Fund (LAVQX)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 Fundamental Equity R2 Fund (LAVQX) Net Asset TrackingLord Abbett Fundamental Equity R2 (LAVQX) Fund Net Asset

Track net asset change of Lord Abbett Fundamental Equity R2 fund (LAVQX)

DateNet Asset
05/2016$3.09B
03/2016$3.07B
02/2016$2.96B
More historic net asset information on Lord Abbett Fundamental Equity R2 Fund (LAVQX)

  

Graph of Lord Abbett Fundamental Equity R2 Fund (LAVQX) Portfolio TrackingLord Abbett Fundamental Equity R2 (LAVQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Fundamental Equity R2 fund (LAVQX)

DateCashStockBondOther
03/20161.92%98.08%0%0%
12/20151.54%98.46%0%0%
09/20152.8%97.2%0%0%
Click here to see more historic asset allocation information on Lord Abbett Fundamental Equity R2 Fund (LAVQX)

 

graph of Lord Abbett Fundamental Equity R2 Fund (LAVQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Fundamental Equity R2 (LAVQX) Fund

Discover what Lord Abbett Fundamental Equity R2 Fund (LAVQX) manager is buying

Mar 30, 2016
General Electric Company Common [4.19%]
JP Morgan Chase & Co. Common St [3.7%]
Johnson & Johnson Common Stock [3.51%]
Pfizer, Inc. Common Stock [3.43%]
Microsoft Corporation [3.08%]
Cisco Systems, Inc. [3.03%]
D/B/A Chubb Limited New Common [2.8%]
Exxon Mobil Corporation Common [2.74%]
Mondelez International, Inc. [2.69%]
Time Warner Inc. New Common Sto [2.59%]

Dec 30, 2015
General Electric Company Common [5.29%]
JP Morgan Chase & Co. Common St [4.86%]
Pfizer, Inc. Common Stock [4.8%]
Intel Corporation [3.75%]
Microsoft Corporation [3.45%]
Merck & Company, Inc. Common St [3.44%]
NextEra Energy, Inc. Common Sto [3.24%]
Exxon Mobil Corporation Common [3.04%]
Pepsico, Inc. Common Stock [2.94%]
Citizens Financial Group, Inc. [2.91%]

Sep 29, 2015
JP Morgan Chase & Co. Common St [4.03%]
Pfizer, Inc. Common Stock [3.68%]
Exxon Mobil Corporation Common [3.62%]
Cisco Systems, Inc. [3.37%]
Hartford Financial Services Gro [3.21%]
Pepsico, Inc. Common Stock [3.2%]
General Dynamics Corporation Co [3.05%]
AT&T Inc. [3.03%]
Intel Corporation [2.89%]
General Electric Company Common [2.87%]
Click here for Stock Holding Change Map in Lord Abbett Fundamental Equity R2 Fund (LAVQX)

  

Latest News on Lord Abbett Fundamental Equity R2 (LAVQX) Fund

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Lord Abbett Fundamental Equity R2 Fund (LAVQX) Related ResourcesSee more information on Lord Abbett Fundamental Equity R2 (LAVQX) Fund

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