Mutual Fund Insights: Lord Abbett Div Income Strategy R2 Fund (LIGQX)

In-depth Analysis of Lord Abbett Div Income Strategy R2 Fund (LIGQX)

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See Lord Abbett Div Income Strategy R2 Fund (LIGQX) performance details as of January 31, 2010

  

Last Trade: $14.35 on 3/19/2010, Change: -0.01 (-0.07%)

Experiment our closing price forecasting tool for Lord Abbett Div Income Strategy R2 Fund (LIGQX) (alpha release)

  

Fund Manager - Christopher J. Towle

Fund Manager Tenure: 4.7 years   [Similar Funds: LIGFX ]
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 Div Income Strategy R2 Fund (LIGQX)

Data for Lord Abbett Div Income Strategy R2 Fund (LIGQX) as of January 31, 2010

• Lord Abbett Div Income Strategy R2 Fund (LIGQX) management has been with Lord Abbett Div Income Strategy R2 Fund for 4.7 years
• Lord Abbett Div Income Strategy R2 Fund (LIGQX) has good short-term performance (1-year return 33.73% vs 22.81% Conservative Allocation category average)
• Lord Abbett Div Income Strategy R2 Fund (LIGQX) has good mid-term performance (3-year return 2.11% vs 0.26% Conservative Allocation category average)
• Lord Abbett Div Income Strategy R2 Fund (LIGQX) ratio of up-years vs down years is greater than 2
• Lord Abbett Div Income Strategy R2 Fund (LIGQX) has a Morningstar rating of 4 and above

  

 What we are cautious about Lord Abbett Div Income Strategy R2 Fund (LIGQX)

Data for Lord Abbett Div Income Strategy R2 Fund (LIGQX) as of January 31, 2010

• Lord Abbett Div Income Strategy R2 Fund (LIGQX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.16 that is higher than category average of 10.66
• Lord Abbett Div Income Strategy R2 Fund (LIGQX) has a higher management fee of 1.40% than its Conservative Allocation average of 0.86%
• Even though Lord Abbett Div Income Strategy R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses

See Lord Abbett Div Income Strategy R2 Fund (LIGQX) performance details as of January 31, 2010

  

  

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Lord Abbett Div Income Strategy R2 Fund (LIGQX) Net Asset

Track net asset change of Lord Abbett Div Income Strategy R2 fund (LIGQX)

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

More historic net asset information on Lord Abbett Div Income Strategy R2 Fund (LIGQX)

  

Lord Abbett Div Income Strategy R2 Fund (LIGQX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Div Income Strategy R2 fund (LIGQX)

Date	Cash	Stock	Bond	Other
09/2009	3.55%	24.14%	63.82%	8.49%
06/2009	4.07%	23.29%	65.89%	6.75%
04/2009	5.06%	21.63%	67.45%	5.86%

Click here to see more historic asset allocation information on Lord Abbett Div Income Strategy R2 Fund (LIGQX)

  

Most Recent Top 10 Holdings in Lord Abbett Div Income Strategy R2 Fund (LIGQX)

Discover what Lord Abbett Div Income Strategy R2 Fund (LIGQX) manager is buying

30-Sep-09 Lord Abbett High Yield I [40.29%] Lord Abbett Capital Structure I [27.04%] Lord Abbett Bond-Debenture I [13.31%] Lord Abbett Total Return I [10.03%] Lord Abbett Intl Dividend Inc I [5.07%] Lord Abbett Affiliated I [2.51%] Lord Abbett Floating Rate I [1.99%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Lord Abbett High Yield I [40.29%] Lord Abbett Capital Structure I [27.04%] Lord Abbett Bond-Debenture I [13.31%] Lord Abbett Total Return I [10.03%] Lord Abbett Intl Dividend Inc I [5.07%] Lord Abbett Affiliated I [2.51%] Lord Abbett Floating Rate I [1.99%] N/A [0%] N/A [0%] N/A [0%]

30-Apr-09 Lord Abbett High Yield I [39.93%] Lord Abbett Bond-Debenture I [13.33%] Lord Abbett Total Return I [9.81%] Lord Abbett Intl Dividend Inc I [5.36%] Lord Abbett Affiliated I [2.79%] Lord Abbett Floating Rate I [1.87%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Lord Abbett Div Income Strategy R2 Fund (LIGQX)

  

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See more information on Lord Abbett Div Income Strategy R2 Fund (LIGQX)

• Lord Abbett Div Income Strategy R2 Fund Insights
• Lord Abbett Div Income Strategy R2 Fund Performance Data
• Lord Abbett Div Income Strategy R2 Fund News
• Lord Abbett Div Income Strategy R2 Fund Score Explaination
• Lord Abbett Div Income Strategy R2 Fund Manager Information
• Historic Lord Abbett Div Income Strategy R2 Fund Asset Allocation Report
• Historic Lord Abbett Div Income Strategy R2 Fund Top 10 Holding Tracking
• Historic Lord Abbett Div Income Strategy R2 Fund Asset Under Management Tracking