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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: $16.10 on 9/22/2014, Change: -0.16 (-0.98%)

 

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) ManagerFund Manager - Sean Aurigemma

Fund Manager Information

Fund Manager Tenure: 1.0 years
Similar Funds: LAVFX  LAVPX  LAVQX  LAVRX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

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 Jul 30, 2014

  • 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 Jul 30, 2014

  • Lord Abbett Fundamental Equity I Fund (LAVYX) management has been with Lord Abbett Fundamental Equity I Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal short-term performance (1-year return 11.39% vs 15.96% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal mid-term performance (3-year return 13.38% vs 15.56% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal Long-term performance (5-year return 15.15% vs 15.34% Large Blend category median performance)
  • 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 46.32%. 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 15.22 that is higher than category average of 13.16
  • 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 Jul 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 I1.3011.3913.3815.15
Bright Rock Quality Large Cap Investor (BQLIX)5.6814.3817.400Compare
Voya Growth and Income I (IIVGX)5.4315.9715.9815.44Compare
Janus Contrarian D (JACNX)7.9923.2918.8614.82Compare

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
Schwab U.S. Dividend Equity ETF (SCHD)5.84%20.28%0
Madrona Domestic ETF (FWDD)5.82%19.10%17.30%
First Trust Large Cap Core AlphaDEX (FEX)5.61%17.72%16.58%
Rydex S&P Equal Weight (RSP)5.94%17.43%17.17%
iShares MSCI USA Min Volatility (USMV)5.91%17.06%0

 

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
07/2014$5.67B
06/2014$5.92B
03/2014$5.99B
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
06/20140.8%99.2%0%0%
03/20141.31%98.69%0%0%
12/20130%97.92%0%2.08%
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

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%]

Dec 30, 2013
JP Morgan Chase & Co. Common St [3.37%]
Citigroup, Inc. Common Stock [2.94%]
Exxon Mobil Corporation Common [2.41%]
Comcast Corporation [2.39%]
Gilead Sciences, Inc. [2.29%]
Express Scripts Holding Company [2.28%]
Capital One Financial Corporati [2.11%]
Verizon Communications Inc. Com [1.96%]
Actavis PLC [1.93%]
PPG Industries, Inc. Common Sto [1.88%]
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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