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Lord Abbett Diversified Equity Strat F (LDSFX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Diversified Equity Strat F (LDSFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Diversified Equity Strat F Fund (LDSFX) ManagerFund Manager - Giulio A. Martini

Fund Manager Information

Fund Manager Tenure: 4.1 years
Similar Funds: LDSAX  LDSBX  LDSCX  LDSQX  LDSRX  LDSYX 
Fund Family: Lord Abbett
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)

 

Graph of Lord Abbett Diversified Equity Strat F Fund (LDSFX) ProfileLord Abbett Diversified Equity Strat F Fund (LDSFX) Profile

Fund Profile and Description

Lord Abbett Diversified Equity Strat F Fund seeks capital appreciation. Lord Abbett Diversified Equity Strat F Fund allocates assets among equity securities, fixed income securities, and money market instruments by investing in a weighted combination of other funds managed by the fund's advisor that hold such instruments. It normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in underlying funds that invest primarily in equity securities.

 

Lord Abbett Diversified Equity Strat F (LDSFX) Fund Strength What we like about Lord Abbett Diversified Equity Strat F (LDSFX) Fund

Data for Lord Abbett Diversified Equity Strat F Fund (LDSFX) as of May 30, 2016

  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) management has been with Lord Abbett Diversified Equity Strat F Fund for 4.1 years
  • Asset base in Lord Abbett Diversified Equity Strat F Fund (LDSFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has an annual stock turnover rate of 6.70% vs Large Growth average of 50.46%. It is good that Lord Abbett Diversified Equity Strat F management does not trade extensively for its return.
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.59, lower than category average of 12.75
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has a lower expense ratio than its Large Growth average: 0.10% vs 1.17%

Lord Abbett Diversified Equity Strat F Fund (LDSFX) Weakness What we are cautious about Lord Abbett Diversified Equity Strat F (LDSFX) Fund

Data for Lord Abbett Diversified Equity Strat F Fund (LDSFX) as of May 30, 2016

  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has a less-than-ideal short-term performance (1-year return -4.03% vs -1.74% Large Growth category median performance)
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has a less-than-ideal mid-term performance (3-year return 7.89% vs 10.74% Large Growth category median performance)
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has a less-than-ideal Long-term performance (5-year return 7.34% vs 10.14% Large Growth category median performance)
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) ratio of up-years vs down years can be improved
  • Lord Abbett Diversified Equity Strat F Fund (LDSFX) has a Morningstar rating of 3 and below
  • Even though Lord Abbett Diversified Equity Strat F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Diversified Equity Strat F Fund (LDSFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Diversified Equity Strat F Fund (LDSFX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Diversified Equity Strat F1.46-4.037.897.34
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Lord Abbett Diversified Equity Strat F Fund (LDSFX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Lord Abbett Diversified Equity Strat F Fund (LDSFX) Net Asset TrackingLord Abbett Diversified Equity Strat F (LDSFX) Fund Net Asset

Track net asset change of Lord Abbett Diversified Equity Strat F fund (LDSFX)

DateNet Asset
05/2016$262.26M
03/2016$260.61M
02/2016$245.48M
More historic net asset information on Lord Abbett Diversified Equity Strat F Fund (LDSFX)

  

Graph of Lord Abbett Diversified Equity Strat F Fund (LDSFX) Portfolio TrackingLord Abbett Diversified Equity Strat F (LDSFX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Diversified Equity Strat F fund (LDSFX)

DateCashStockBondOther
03/20161.94%96.49%0%1.57%
12/20151.24%97.66%0%1.1%
09/20151.54%96.27%0%2.19%
Click here to see more historic asset allocation information on Lord Abbett Diversified Equity Strat F Fund (LDSFX)

 

graph of Lord Abbett Diversified Equity Strat F Fund (LDSFX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Diversified Equity Strat F (LDSFX) Fund

Discover what Lord Abbett Diversified Equity Strat F Fund (LDSFX) manager is buying

Mar 30, 2016
Lord Abbett Affiliated I [19.81%]
Lord Abbett Growth Opportunities I [15.17%]
Lord Abbett Fundamental Equity I [14.96%]
Lord Abbett Growth Leaders I [14.81%]
Lord Abbett Intl Core Equity I [11.82%]
Lord Abbett Value Opportunities I [10.15%]
Lord Abbett International Opp I [8.16%]
Lord Abbett Developing Growth I [4.88%]

Dec 30, 2015
Lord Abbett Affiliated I [19.65%]
Lord Abbett Fundamental Equity I [15.07%]
Lord Abbett Growth Opportunities I [15.02%]
Lord Abbett Growth Leaders I [14.99%]
Lord Abbett Intl Core Equity I [12.06%]
Lord Abbett Value Opportunities I [9.92%]
Lord Abbett International Opp I [8.15%]
Lord Abbett Developing Growth I [4.98%]

Sep 29, 2015
Lord Abbett Affiliated I [20.12%]
Lord Abbett Fundamental Equity I [15.09%]
Lord Abbett Growth Leaders I [14.93%]
Lord Abbett Growth Opportunities I [14.79%]
Lord Abbett Intl Core Equity I [11.98%]
Lord Abbett Value Opportunities I [10.05%]
Lord Abbett International Opp I [8.08%]
Lord Abbett Developing Growth I [4.79%]
Click here for Stock Holding Change Map in Lord Abbett Diversified Equity Strat F Fund (LDSFX)

  

Latest News on Lord Abbett Diversified Equity Strat F (LDSFX) Fund

See what is happening with Lord Abbett Diversified Equity Strat F Fund (LDSFX)

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Lord Abbett Diversified Equity Strat F Fund (LDSFX) Related ResourcesSee more information on Lord Abbett Diversified Equity Strat F (LDSFX) Fund

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