Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | LMCYX Insights | LMCYX Score | LMCYX Performance | LMCYX News | LMCYX Allocation | LMCYX Holdings Change

Lord Abbett Mid Cap Stock I (LMCYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Mid Cap Stock I (LMCYX) Fund

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

 

Graph of Lord Abbett Mid Cap Stock I Fund (LMCYX) ManagerFund Manager - Jeff Diamond

Fund Manager Information

Fund Manager Tenure: 11.5 years
Similar Funds: LMCBX  LMCCX  LMCFX  LMCPX  LMCQX  LMCRX 
Fund Family: Lord Abbett
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Mr. Diamond joined Lord Abbett in 2007 from Axia Capital Management, LLC where he was Managing Director. His prior experience includes: Senior Vice President, Portfolio Manager at Franklin Mutual Advisers; Vice President, Assistant Portfolio Manager at Prudential Mutual Funds; and Vice President, Financial Restructuring, at Prudential Capital Group. Mr. Diamond earned a BS in Operations Research and Industrial Engineering from Cornell University, an MBA in Finance from Columbia University Graduate School of Business, and is the holder of a Chartered Financial Analyst designation. He has been in the investment business since 1987.  Get more insights on Jeff Diamond

 

Graph of Lord Abbett Mid Cap Stock I Fund (LMCYX) ProfileLord Abbett Mid Cap Stock I Fund (LMCYX) Profile

Fund Profile and Description

Lord Abbett Mid Cap Stock I Fund seeks capital appreciation. Lord Abbett Mid Cap Stock I Fund normally invests at least 80% of assets in equity securities of mid-sized companies within the market capitalization range of companies in the Russell Midcap Index. It may invest in common stocks, convertible bonds, convertible preferred stocks and warrants.

 

Lord Abbett Mid Cap Stock I (LMCYX) Fund Strength What we like about Lord Abbett Mid Cap Stock I (LMCYX) Fund

Data for Lord Abbett Mid Cap Stock I Fund (LMCYX) as of May 30, 2016

  • Lord Abbett Mid Cap Stock I Fund (LMCYX) management has been with Lord Abbett Mid Cap Stock I Fund for 11.5 years
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has good short-term performance (1-year return -1.68% vs -4.08% Mid-Cap Blend category median performance)
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has good mid-term performance (3-year return 9.20% vs 8.11% Mid-Cap Blend category median performance)
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has good Long-term performance (5-year return 8.64% vs 8.53% Mid-Cap Blend category median performance)
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Mid Cap Stock I Fund (LMCYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.45, lower than category average of 12.56
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has a lower expense ratio than its Mid-Cap Blend average: 0.76% vs 1.15%
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Mid Cap Stock I Fund (LMCYX) Weakness What we are cautious about Lord Abbett Mid Cap Stock I (LMCYX) Fund

Data for Lord Abbett Mid Cap Stock I Fund (LMCYX) as of May 30, 2016

  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has a Morningstar rating of 3 and below
  • Lord Abbett Mid Cap Stock I Fund (LMCYX) has an annual stock turnover rate of 62.97% that is higher than the Mid-Cap Blend average of 60.70%. This could mean Lord Abbett Mid Cap Stock I is more nimble, but also signal potential high tax impact and high trading fees
See Lord Abbett Mid Cap Stock I Fund (LMCYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Mid Cap Stock I Fund (LMCYX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Mid Cap Stock I6.39-1.689.208.64
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Lord Abbett Mid Cap Stock I Fund (LMCYX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Lord Abbett Mid Cap Stock I Fund (LMCYX) Net Asset TrackingLord Abbett Mid Cap Stock I (LMCYX) Fund Net Asset

Track net asset change of Lord Abbett Mid Cap Stock I fund (LMCYX)

DateNet Asset
05/2016$2.21B
03/2016$2.15B
02/2016$1.99B
More historic net asset information on Lord Abbett Mid Cap Stock I Fund (LMCYX)

  

Graph of Lord Abbett Mid Cap Stock I Fund (LMCYX) Portfolio TrackingLord Abbett Mid Cap Stock I (LMCYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Mid Cap Stock I fund (LMCYX)

DateCashStockBondOther
03/20162.01%96.52%0%1.47%
12/20150%98.48%0%1.52%
09/20151.23%97.98%0%0.79%
Click here to see more historic asset allocation information on Lord Abbett Mid Cap Stock I Fund (LMCYX)

 

graph of Lord Abbett Mid Cap Stock I Fund (LMCYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Mid Cap Stock I (LMCYX) Fund

Discover what Lord Abbett Mid Cap Stock I Fund (LMCYX) manager is buying

Mar 30, 2016
Edison International Common Sto [2.78%]
PP&L Corporation Common Stock [2.47%]
XL Group plc [2.28%]
Whirlpool Corporation Common St [2.14%]
Sempra Energy Common Stock [2.13%]
M&T Bank Corporation Common Sto [2.03%]
UDR, Inc. Common Stock [2.02%]
Portland General Electric Co Co [2%]
Fidelity National Information S [1.91%]
Kimco Realty Corporation Common [1.86%]

Dec 30, 2015
XL Group plc [2.59%]
PP&L Corporation Common Stock [2.4%]
M&T Bank Corporation Common Sto [2.27%]
Edison International Common Sto [2.24%]
Hartford Financial Services Gro [2.2%]
UDR, Inc. Common Stock [1.96%]
Harris Corporation Common Stock [1.92%]
Fidelity National Information S [1.87%]
Portland General Electric Co Co [1.84%]
Citizens Financial Group, Inc. [1.76%]

Sep 29, 2015
Hartford Financial Services Gro [2.58%]
XL Group plc [2.41%]
M&T Bank Corporation Common Sto [2.24%]
Edison International Common Sto [2.17%]
Cimarex Energy Co Common Stock [2.15%]
Fidelity National Information S [2.14%]
NVIDIA Corporation [2.05%]
PP&L Corporation Common Stock [1.97%]
Portland General Electric Co Co [1.95%]
Westrock Company Common Stock [1.79%]
Click here for Stock Holding Change Map in Lord Abbett Mid Cap Stock I Fund (LMCYX)

  

Latest News on Lord Abbett Mid Cap Stock I (LMCYX) Fund

See what is happening with Lord Abbett Mid Cap Stock I Fund (LMCYX)

    No recent news

 

Lord Abbett Mid Cap Stock I Fund (LMCYX) Related ResourcesSee more information on Lord Abbett Mid Cap Stock I (LMCYX) Fund

Popular pages on Lord Abbett Mid Cap Stock I (LMCYX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update