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Lord Abbett Fundamental Equity A (LDFVX) Fund Ranking and Research
Ranking, Research and Recommendation of Lord Abbett Fundamental Equity A (LDFVX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Sean J. Aurigemma
Fund Manager Information
Fund Manager Tenure: 8.9 yearsFund Family: Lord Abbett
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49) (What does this score mean?)
Lord Abbett Fundamental Equity A Fund (LDFVX) Profile
Fund Profile and Description
Lord Abbett Fundamental Equity A Fund seeks long-term growth of capital and income. Lord Abbett Fundamental Equity A 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.
What we like about Lord Abbett Fundamental Equity A (LDFVX) Fund
Data for Lord Abbett Fundamental Equity A Fund (LDFVX) as of May 30, 2016
- Lord Abbett Fundamental Equity A Fund (LDFVX) management has been with Lord Abbett Fundamental Equity A Fund for 8.9 years
- Lord Abbett Fundamental Equity A Fund (LDFVX) ratio of up-years vs down years is greater than 2
- Asset base in Lord Abbett Fundamental Equity A Fund (LDFVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Lord Abbett Fundamental Equity A Fund (LDFVX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 11.67
- Lord Abbett Fundamental Equity A Fund (LDFVX) has a lower expense ratio than its Large Blend average: 0.97% vs 1.02%
What we are cautious about Lord Abbett Fundamental Equity A (LDFVX) Fund
Data for Lord Abbett Fundamental Equity A Fund (LDFVX) as of May 30, 2016
- Lord Abbett Fundamental Equity A Fund (LDFVX) has a less-than-ideal mid-term performance (3-year return 7.59% vs 9.43% Large Blend category median performance)
- Lord Abbett Fundamental Equity A Fund (LDFVX) has a less-than-ideal Long-term performance (5-year return 7.83% vs 10.15% Large Blend category median performance)
- Lord Abbett Fundamental Equity A Fund (LDFVX) has a Morningstar rating of 3 and below
- Lord Abbett Fundamental Equity A Fund (LDFVX) is less safe compared to its Large Blend peers
- Lord Abbett Fundamental Equity A Fund (LDFVX) 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 A is more nimble, but also signal potential high tax impact and high trading fees
- Lord Abbett Fundamental Equity A Fund (LDFVX) carries a 5.75% load
What do you think?
Compare with other top Large Blend category mutual funds
Aadditional top Large Blend mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Lord Abbett Fundamental Equity A | 4.25 | -1.15 | 7.59 | 7.83 | |
Bright Rock Quality Large Cap Instl (BQLCX) | 7.75 | 5.98 | 10.46 | 11.67 | Compare |
Fidelity Spartan Total Market Index F (FFSMX) | 3.37 | 0.14 | 10.45 | 11.10 | Compare |
Voya Russell Large Cap Index Port S2 (IRLUX) | 2.55 | 1.29 | 10.39 | 11.09 | Compare |
See top fund managers for Large Blend Category Funds
Compare with Large Blend category ETFs
Some Large Blend ETFs for your consideration
ETF | Year to Date | One Year | Three 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% |
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Lord Abbett Fundamental Equity A (LDFVX) Fund Net Asset
Track net asset change of Lord Abbett Fundamental Equity A fund (LDFVX)
Date | Net Asset |
05/2016 | $3.09B |
03/2016 | $3.07B |
02/2016 | $2.96B |
Lord Abbett Fundamental Equity A (LDFVX) Fund Portfolio Allocation
Track portfolio allocation change of Lord Abbett Fundamental Equity A fund (LDFVX)
Date | Cash | Stock | Bond | Other |
03/2016 | 1.92% | 98.08% | 0% | 0% |
12/2015 | 1.54% | 98.46% | 0% | 0% |
09/2015 | 2.8% | 97.2% | 0% | 0% |
Top 10 Holdings in Lord Abbett Fundamental Equity A (LDFVX) Fund
Discover what Lord Abbett Fundamental Equity A Fund (LDFVX) manager is buying
Click here for Stock Holding Change Map in Lord Abbett Fundamental Equity A Fund (LDFVX)
Latest News on Lord Abbett Fundamental Equity A (LDFVX) Fund
See what is happening with Lord Abbett Fundamental Equity A Fund (LDFVX)
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See more information on Lord Abbett Fundamental Equity A (LDFVX) Fund
Popular pages on Lord Abbett Fundamental Equity A (LDFVX) Fund
- Lord Abbett Fundamental Equity A (LDFVX) Fund Research and Recommendation
- Lord Abbett Fundamental Equity A (LDFVX) Fund Performance Data
- Lord Abbett Fundamental Equity A (LDFVX) Fund Manager Information
- Historic Lord Abbett Fundamental Equity A (LDFVX) Fund Asset Allocation Report
- Historic Lord Abbett Fundamental Equity A (LDFVX) Fund Top 10 Holding Tracking
- Historic Lord Abbett Fundamental Equity A (LDFVX) Fund Asset Under Management Tracking