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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Fund Manager - Sean J. Aurigemma

Fund Manager Information

Fund Manager Tenure: 8.6 years
Fund 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 8.6 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

See Lord Abbett Fundamental Equity A Fund (LDFVX) performance details as of May 30, 2016

 

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%

 

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

More historic net asset information on Lord Abbett Fundamental Equity A Fund (LDFVX)

  

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%

Click here to see more historic asset allocation information on Lord Abbett Fundamental Equity A Fund (LDFVX)

 

Top 10 Holdings in Lord Abbett Fundamental Equity A (LDFVX) Fund

Discover what Lord Abbett Fundamental Equity A Fund (LDFVX) 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 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