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Mutual Fund Insights: Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

In-depth Analysis of Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Mutual fund chart: Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

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See Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) performance details as of January 31, 2010

Last Trade: $14.88 on 3/18/2010, Change: -0.04 (-0.27%)

Experiment our closing price forecasting tool for Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) (alpha release)

Fund Manager - Christopher J. Towle

Fund Manager Tenure: 4.7 years [Similar Funds: LGIRX ]
Fundmojo Fund Grade: A (Score: 0.73) (What does this score mean?)

Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980. Get more insights on Christopher J. Towle

What we like about Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Data for Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) as of January 31, 2010

Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) management has been with Lord Abbett Growth & Inc Strat R2 Fund for 4.7 years
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) has good short-term performance (1-year return 39.16% vs 34.15% Large Blend category average)
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) has good mid-term performance (3-year return -1.61% vs -7.17% Large Blend category average)
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) has a Morningstar rating of 4 and above
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.1, lower than category average of 20.52

What we are cautious about Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Data for Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) as of January 31, 2010

Lord Abbett Growth & Inc Strat R2 Fund is a focused fund with 95.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) ratio of up-years vs down years can be improved
Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) has a higher management fee of 1.51% than its Large Blend average of 1.10%
Even though Lord Abbett Growth & Inc Strat R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses

See Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) performance details as of January 31, 2010

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Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) Net Asset

Track net asset change of Lord Abbett Growth & Inc Strat R2 fund (LGIQX)

Date	Net Asset
01/2010	$40.00K
11/2009	$40.00K
10/2009	$10.00K

More historic net asset information on Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Growth & Inc Strat R2 fund (LGIQX)

Date	Cash	Stock	Bond	Other
09/2009	2.91%	74.51%	19.95%	2.62%
06/2009	3.72%	73.97%	20.13%	2.19%
04/2009	4.15%	72.17%	21.48%	2.19%

Click here to see more historic asset allocation information on Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Most Recent Top 10 Holdings in Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

Discover what Lord Abbett Growth & Inc Strat R2 Fund (LGIQX) manager is buying

30-Sep-09

Lord Abbett High Yield I [18.53%]
Lord Abbett Intl Core Equity I [15.83%]
Lord Abbett Classic Stock I [14.87%]
Lord Abbett Fundamental Equity I [9.95%]
Lord Abbett Affiliated I [9.83%]
Lord Abbett Capital Structure I [7.86%]
Lord Abbett International Opp I [5.28%]
Lord Abbett Intl Dividend Inc I [5%]
Lord Abbett Value Opportunities I [4.95%]
Lord Abbett Growth Opportunities I [3.95%]

30-Jun-09

30-Apr-09

Lord Abbett High Yield I [19.59%]
Lord Abbett Intl Core Equity I [15.28%]
Lord Abbett Large-Cap Core I [15.19%]
Lord Abbett Affiliated I [10.59%]
Lord Abbett All Value I [9.74%]
Lord Abbett Value Opportunities I [5.06%]
Lord Abbett International Opp I [4.92%]
Lord Abbett Intl Dividend Inc I [4.9%]
Lord Abbett Growth Opportunities I [2.65%]

Click here for Stock Holding Change Map in Lord Abbett Growth & Inc Strat R2 Fund (LGIQX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.