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Mutual Fund Insights: Lord Abbett Mid-Cap Value B Fund (LMCBX)

In-depth Analysis of Lord Abbett Mid-Cap Value B Fund (LMCBX)

Mutual fund chart: Lord Abbett Mid-Cap Value B Fund (LMCBX)

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See Lord Abbett Mid-Cap Value B Fund (LMCBX) performance details as of January 31, 2010

  

    Last Trade: $13.31 on 3/19/2010, Change: -0.11 (-0.82%)
Experiment our closing price forecasting tool for Lord Abbett Mid-Cap Value B Fund (LMCBX) (alpha release)

  

Fund ManagerFund Manager - Jeff Diamond

Fund Manager Tenure: 1.7 years   [Similar Funds: LMCCX  LMCFX  LMCPX  LMCQX  LMCRX  LMCYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Diamond joined Lord Abbett in 2007. He was formerly a Managing Director at Axia Capital Management, LLC (2004?2006). Prior to 2004, Diamond served as a Senior Vice President/Portfolio Manager at Franklin Mutual Advisers. He holds the Chartered Financial Analyst designation.  Get more insights on Jeff Diamond

  

What we like about Lord Abbett Mid-Cap Value B Fund (LMCBX) What we like about Lord Abbett Mid-Cap Value B Fund (LMCBX)

Data for Lord Abbett Mid-Cap Value B Fund (LMCBX) as of January 31, 2010

  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has an annual stock turnover rate of 20.00% vs Mid-Cap Value average of 107.20%. It is good that Lord Abbett Mid-Cap Value B management does not trade extensively for its return.
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.22, lower than category average of 24.2

  

What we are cautious about Lord Abbett Mid-Cap Value B Fund (LMCBX) What we are cautious about Lord Abbett Mid-Cap Value B Fund (LMCBX)

Data for Lord Abbett Mid-Cap Value B Fund (LMCBX) as of January 31, 2010

  • Lord Abbett Mid-Cap Value B Fund (LMCBX) management has been with Lord Abbett Mid-Cap Value B Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has a less-than-ideal short-term performance (1-year return 35.01% vs 43.98% Mid-Cap Value category average)
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has a less-than-ideal mid-term performance (3-year return -10.49% vs -6.98% Mid-Cap Value category average)
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has a less-than-ideal Long-term performance (5-year return -1.88% vs 1.33% Mid-Cap Value category average)
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) ratio of up-years vs down years can be improved
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has a Morningstar rating of 3 and below
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) does not have a good risk adjusted return as its 3-year Alpha of -2.51 is worse than category average of 2.33, and its 3-year Sharpe ratio is -0.47
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) has a higher management fee of 1.77% than its Mid-Cap Value average of 1.37%
  • Lord Abbett Mid-Cap Value B Fund (LMCBX) carries a 5% load
See Lord Abbett Mid-Cap Value B Fund (LMCBX) performance details as of January 31, 2010

  

  

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Below are some additional Mid-Cap Value mutual funds generated out of our database

  

Lord Abbett Mid-Cap Value B Fund (LMCBX) Net Asset

Track net asset change of Lord Abbett Mid-Cap Value B fund (LMCBX)

DateNet Asset
01/2010$205.23M
11/2009$217.93M
10/2009$217.70M
More historic net asset information on Lord Abbett Mid-Cap Value B Fund (LMCBX)

  

Lord Abbett Mid-Cap Value B Fund (LMCBX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Mid-Cap Value B fund (LMCBX)

DateCashStockBondOther
09/20092.11%97.89%0%0%
06/20091.15%98.85%0%0%
04/20092.16%96.61%0%1.23%
Click here to see more historic asset allocation information on Lord Abbett Mid-Cap Value B Fund (LMCBX)

  

Most Recent Top 10 Holdings in Lord Abbett Mid-Cap Value B Fund (LMCBX)

Discover what Lord Abbett Mid-Cap Value B Fund (LMCBX) manager is buying

30-Sep-09
STATE STREET CP [2.39%]
Mylan Inc. [2.34%]
Adobe Systems Incorporated [2.26%]
RELIANCE STL & ALMN [2.08%]
AON CORP [2.01%]
ACE LTD [1.86%]
LAZARD LTD. [1.75%]
Embarq Corporation [1.7%]
JACOBS ENGINEERNG GP [1.64%]
AMERISOURCEBERGEN CP [1.64%]

30-Jun-09
STATE STREET CP [2.39%]
MYLAN INC [2.34%]
Adobe Systems Incorporated [2.26%]
RELIANCE STL & ALMN [2.08%]
AON CORP [2.01%]
ACE LTD [1.86%]
LAZARD LTD. [1.75%]
[1.7%]
JACOBS ENGINEERNG GP [1.64%]
AMERISOURCEBERGEN CP [1.64%]

30-Apr-09
Mylan Inc. [3.05%]
CMS Energy Corp [2.34%]
Aon Corp. [2.19%]
ACE, Ltd. [2.11%]
Reliance Steel & Aluminum Co. [2.11%]
Adobe Systems Incorporated [1.7%]
PartnerRe Ltd. [1.69%]
Parker Hannifin Corp. [1.62%]
Lazard Ltd [1.6%]
McAfee Inc [1.6%]
Click here for Stock Holding Change Map in Lord Abbett Mid-Cap Value B Fund (LMCBX)

  

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