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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: $12.69 on 7/25/2016, Change: -0.05 (-0.39%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.6 years
Similar Funds: LAVFX  LAVPX  LAVQX  LAVRX 
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 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 May 30, 2016

  • Lord Abbett Fundamental Equity I Fund (LAVYX) management has been with Lord Abbett Fundamental Equity I Fund for 5.6 years
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has good short-term performance (1-year return -0.86% vs -1.15% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Fundamental Equity I Fund (LAVYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Fundamental Equity I Fund (LAVYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.52, lower than category average of 11.67
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a lower expense ratio than its Large Blend average: 0.72% vs 1.02%
  • 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 May 30, 2016

  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal mid-term performance (3-year return 7.91% vs 9.43% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal Long-term performance (5-year return 8.18% vs 10.15% 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 53.12%. This could mean Lord Abbett Fundamental Equity I is more nimble, but also signal potential high tax impact and high trading fees
See Lord Abbett Fundamental Equity I Fund (LAVYX) performance details as of May 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 I4.40-0.867.918.18
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 I Fund (LAVYX)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 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
05/2016$3.09B
03/2016$3.07B
02/2016$2.96B
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
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 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

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 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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