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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: $10.50 on 2/11/2016, Change: -0.14 (-1.32%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.1 years
Similar Funds: LAVFX  LAVPX  LAVQX  LAVRX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (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 Jan 30, 2016

  • Lord Abbett Fundamental Equity I Fund (LAVYX) management has been with Lord Abbett Fundamental Equity I Fund for 5.1 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 lower expense ratio than its Large Blend average: 0.72% vs 1.03%
  • 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 Jan 30, 2016

  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal short-term performance (1-year return -4.98% vs -2.91% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal mid-term performance (3-year return 8.02% vs 9.69% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal Long-term performance (5-year return 7.11% vs 9.43% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a Morningstar rating of 3 and below
  • 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 149.38% that is higher than the Large Blend average of 45.95%. 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 11.22 that is higher than category average of 10.98
  • 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 Jan 30, 2016

 

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 I-5.58-4.988.027.11
INTECH US Mgd Volatility T (JRSTX)-2.340.1211.8411.52Compare
Bridgeway Blue Chip 35 Index (BRLIX)-4.111.3410.7910.93Compare
Columbia Contrarian Core A (LCCAX)-4.831.5411.9511.25Compare

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
iShares MSCI USA Minimum Volatility (USMV)-1.39%4.51%12.96%
Guggenheim Russell Top 50 Mega Cap ETF (XLG)-4.19%3.41%11.21%
iShares S&P 100 (OEF)-4.73%1.07%10.95%
ProShares Large Cap Core Plus (CSM)1.06%1.06%17.23%
PowerShares S&P 500 BuyWrite ETF (PBP)-4.88%0.61%4.72%

 

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
01/2016$3.05B
12/2015$3.31B
11/2015$3.55B
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
12/20151.54%98.46%0%0%
09/20152.8%97.2%0%0%
06/20152.05%97.95%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

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%]

Jun 29, 2015
JP Morgan Chase & Co. Common St [4.33%]
Pfizer, Inc. Common Stock [3.8%]
Exxon Mobil Corporation Common [2.76%]
UnitedHealth Group Incorporated [2.62%]
General Dynamics Corporation Co [2.62%]
Intel Corporation [2.6%]
Eli Lilly and Company Common St [2.49%]
Capital One Financial Corporati [2.46%]
Hartford Financial Services Gro [2.45%]
Mondelez International, Inc. [2.43%]
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

Popular pages on Lord Abbett Fundamental Equity I (LAVYX) Fund

  

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