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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: $15.10 on 4/17/2014, Change: +0.03 (0.2%)

 

Graph of Lord Abbett Fundamental Equity I Fund (LAVYX) ManagerFund Manager - Deepak Khanna

Fund Manager Information

Fund Manager Tenure: 5.2 years
Similar Funds: LAVFX  LAVPX  LAVQX  LAVRX 
Fund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: D (Score: 0.48)     (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 Mar 30, 2014

  • Lord Abbett Fundamental Equity I Fund (LAVYX) management has been with Lord Abbett Fundamental Equity I Fund for 5.2 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 Mar 30, 2014

  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal short-term performance (1-year return 21.14% vs 21.48% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal mid-term performance (3-year return 11.36% vs 13.42% Large Blend category median performance)
  • Lord Abbett Fundamental Equity I Fund (LAVYX) has a less-than-ideal Long-term performance (5-year return 19.47% vs 19.92% 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 49.72%. 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 15.42 that is higher than category average of 13.32
See Lord Abbett Fundamental Equity I Fund (LAVYX) performance details as of Mar 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 I0.2621.1411.3619.47
Bright Rock Quality Large Cap Instl (BQLCX)1.9819.7414.990Compare
Beck Mack & Oliver Partners (BMPEX)3.6414.5913.7521.44Compare
Hennessy Cornerstone Large Growth Instl (HILGX)4.3127.4213.9423.52Compare

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
PowerShares S&P 500 BuyWrite (PBP)1.76%9.80%7.39%
PowerShares Buyback Achievers (PKW)1.06%28.73%19.71%
First Trust Large Cap Core AlphaDEX (FEX)2.50%24.46%13.89%
Rydex S&P Equal Weight (RSP)2.84%24.19%14.84%
PowerShares Fundamental Pure La (PXLC)2.51%23.35%15.58%

 

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
03/2014$5.99B
02/2014$6.05B
01/2014$5.83B
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
12/20130%97.92%0%2.08%
09/20130.91%95.73%0%3.36%
06/20131.41%96.54%0%2.05%
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, 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%]

Sep 29, 2013
JP Morgan Chase & Co. Common St [2.81%]
Citigroup, Inc. Common Stock [2.78%]
Actavis [2.6%]
Verizon Communications Inc. Com [2.31%]
Express Scripts Holding Company [2.17%]
Capital One Financial Corporati [2.05%]
PPG Industries, Inc. Common Sto [1.82%]
Mondelez International, Inc. [1.8%]
Occidental Petroleum Corporatio [1.73%]
Thermo Fisher Scientific Inc Co [1.71%]

Jun 29, 2013
JP Morgan Chase & Co. Common St [3.07%]
Actavis, Inc. Common Stock [2.75%]
Citigroup, Inc. Common Stock [2.74%]
Verizon Communications Inc. Com [2.43%]
Express Scripts Holding Company [2.32%]
Capital One Financial Corporati [2.29%]
Exxon Mobil Corporation Common [1.79%]
Thermo Fisher Scientific Inc Co [1.74%]
NCR Corporation Common Stock [1.73%]
Hartford Financial Services Gro [1.65%]
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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