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Lord Abbett Fundamental Equity I (LAVYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Fundamental Equity I (LAVYX) Fund

    Last Trade: $16.27 on 11/20/2014, Change: +0.04 (0.25%)

 

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) ManagerFund Manager - Robert Fetch

Fund Manager Information

Fund Manager Tenure: 12.9 years
Similar Funds: LAVFX  LAVPX  LAVQX  LAVRX  LAMYX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
Mr. Fetch is the lead portfolio manager of the multi, large, and mid cap value equity strategies and oversees the domestic equity portfolio managers. Mr. Fetch joined Lord Abbett in 1995 as the lead portfolio manager of the small cap value equity strategy portfolio and Director of Small, Smid, Multi and Micro Value Equities. He was named Partner in 1998. His prior experience includes: Managing Director at Prudential Investment Advisors; Senior Investment Officer at Chemical Bank/Favia Hill & Associates; and Equity Analyst/Trader at Mutual Benefit Life. Mr. Fetch received a BS from Bucknell University and an MBA from Seton Hall University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1977.  Get more insights on Robert Fetch

 

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) ProfileLord Abbett Fundamental Equity I Fund (LAVYX) Profile

Fund Profile and Description

Lord Abbett Fundamental Equity I Fund seeks long-term growth of capital and income. Lord Abbett Fundamental Equity I 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 I (LAVYX) Fund Strength What we like about Lord Abbett Fundamental Equity I (LAVYX) Fund

Data for Lord Abbett Fundamental Equity I Fund (LAVYX) as of Oct 30, 2014

  • Lord Abbett Fundamental Equity I Fund (LAVYX) management has been with Lord Abbett Fundamental Equity I Fund for 12.9 years
  • Lord Abbett Fundamental Equity I Fund (LAVYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a Morningstar rating of 4 and above
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a lower expense ratio than its Large Blend average: 0.72% vs 1.09%
  • Lord Abbett Fundamental Equity I Fund (LAVYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Fundamental Equity I Fund (LAVYX) Weakness What we are cautious about Lord Abbett Fundamental Equity I (LAVYX) Fund

Data for Lord Abbett Fundamental Equity I Fund (LAVYX) as of Oct 30, 2014

  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal short-term performance (1-year return 12.05% vs 15.34% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal mid-term performance (3-year return 16.59% vs 18.50% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal Long-term performance (5-year return 14.95% vs 15.16% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) is less safe compared to its Large Blend peers
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has an annual stock turnover rate of 87.00% that is higher than the Large Blend average of 42.40%. This could mean Lord Abbett Fundamental Equity I is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Fundamental Equity I Fund (LAVYX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.51 that is higher than category average of 9.74
  • Asset base in Lord Abbett Fundamental Equity I Fund (LAVYX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Lord Abbett Fundamental Equity I Fund (LAVYX) performance details as of Oct 30, 2014

 

What do you think?

 

Compare Lord Abbett Fundamental Equity I Fund (LAVYX)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 I4.8112.0516.5914.95
Bright Rock Quality Large Cap Investor (BQLIX)8.7312.9119.650Compare
Fidelity Spartan Total Market Index F (FFSMX)9.8516.0019.6917.06Compare
American Beacon S&P 500 Idx Instl (AASPX)10.8617.0919.6516.53Compare

See top fund managers for Large Blend Category Funds

 

Compare Lord Abbett Fundamental Equity I Fund (LAVYX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Value Line Equity Allc Index (FVI)2.10%8.46%13.90%
PowerShares S&P 500 BuyWrite (PBP)3.72%7.40%8.84%
ProShares Credit Suisse 130/30 (CSM)13.46%19.93%20.82%
Vanguard S&P 500 ETF (VOO)10.85%17.19%19.73%
WisdomTree Earnings 500 (EPS)10.61%17.19%19.49%

 

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) Net Asset TrackingLord Abbett Fundamental Equity I (LAVYX) Fund Net Asset

Track net asset change of Lord Abbett Fundamental Equity I fund (LAVYX)

DateNet Asset
10/2014$5.50B
09/2014$5.50B
08/2014$5.76B
More historic net asset information on Lord Abbett Fundamental Equity I Fund (LAVYX)

  

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) Portfolio TrackingLord Abbett Fundamental Equity I (LAVYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Fundamental Equity I fund (LAVYX)

DateCashStockBondOther
09/20141.58%98.42%0%0%
06/20140.8%99.2%0%0%
03/20141.31%98.69%0%0%
Click here to see more historic asset allocation information on Lord Abbett Fundamental Equity I Fund (LAVYX)

 

graph of Lord Abbett Fundamental Equity I Fund (LAVYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Fundamental Equity I (LAVYX) Fund

Discover what Lord Abbett Fundamental Equity I Fund (LAVYX) manager is buying

Sep 29, 2014
JP Morgan Chase & Co. Common St [3.92%]
Chevron Corporation Common Stoc [3.42%]
Hewlett-Packard Company Common [2.8%]
General Dynamics Corporation Co [2.78%]
Capital One Financial Corporati [2.62%]
Intel Corporation [2.53%]
Eli Lilly and Company Common St [2.5%]
Prudential Financial, Inc. Comm [2.39%]
Pepsico, Inc. Common Stock [2.38%]
Allstate Corporation (The) Comm [2.32%]

Jun 29, 2014
JP Morgan Chase & Co. Common St [3.18%]
Cisco Systems, Inc. [2.52%]
Capital One Financial Corporati [2.42%]
Hewlett-Packard Company Common [2.24%]
Procter & Gamble Company (The) [2.13%]
Duke Energy Corporation (Holdin [2.03%]
Devon Energy Corporation Common [2.01%]
Comcast Corporation [2.01%]
St. Jude Medical, Inc. Common S [1.95%]
Mondelez International, Inc. [1.86%]

Mar 30, 2014
JP Morgan Chase & Co. Common St [3.56%]
Capital One Financial Corporati [2.38%]
Comcast Corporation [2.02%]
Citigroup, Inc. Common Stock [1.81%]
General Dynamics Corporation Co [1.8%]
Valero Energy Corporation Commo [1.78%]
Cisco Systems, Inc. [1.78%]
U.S. Bancorp Common Stock [1.71%]
BB&T Corporation Common Stock [1.65%]
eBay Inc. [1.6%]
Click here for Stock Holding Change Map in Lord Abbett Fundamental Equity I Fund (LAVYX)

  

Latest News on Lord Abbett Fundamental Equity I (LAVYX) Fund

See what is happening with Lord Abbett Fundamental Equity I Fund (LAVYX)

 

Lord Abbett Fundamental Equity I Fund (LAVYX) Related ResourcesSee more information on Lord Abbett Fundamental Equity I (LAVYX) Fund

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