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Lord Abbett Micro Cap Growth I (LMIYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Micro Cap Growth I (LMIYX) Fund

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

 

Graph of Lord Abbett Micro Cap Growth I Fund (LMIYX) ManagerFund Manager - F. Thomas O’Halloran, III

Fund Manager Information

Fund Manager Tenure: 13.5 years
Fund Family: Lord Abbett
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

 

Lord Abbett Micro Cap Growth I (LMIYX) Fund Strength What we like about Lord Abbett Micro Cap Growth I (LMIYX) Fund

Data for Lord Abbett Micro Cap Growth I Fund (LMIYX) as of May 30, 2016

  • Lord Abbett Micro Cap Growth I Fund (LMIYX) management has been with Lord Abbett Micro Cap Growth I Fund for 13.5 years
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has good mid-term performance (3-year return 8.39% vs 6.86% Small Growth category median performance)
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has good Long-term performance (5-year return 8.72% vs 7.01% Small Growth category median performance)
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Micro Cap Growth I Fund (LMIYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Micro Cap Growth I Fund (LMIYX) Weakness What we are cautious about Lord Abbett Micro Cap Growth I (LMIYX) Fund

Data for Lord Abbett Micro Cap Growth I Fund (LMIYX) as of May 30, 2016

  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has a less-than-ideal short-term performance (1-year return -22.60% vs -7.74% Small Growth category median performance)
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has a Morningstar rating of 3 and below
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has an annual stock turnover rate of 202.96% that is higher than the Small Growth average of 63.11%. This could mean Lord Abbett Micro Cap Growth I is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.04 that is higher than category average of 15.82
  • Lord Abbett Micro Cap Growth I Fund (LMIYX) has a higher expense ratio of 1.80% than its Small Growth average of 1.31%
See Lord Abbett Micro Cap Growth I Fund (LMIYX) performance details as of May 30, 2016

 

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Compare Lord Abbett Micro Cap Growth I Fund (LMIYX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Micro Cap Growth I-8.95-22.608.398.72
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Lord Abbett Micro Cap Growth I Fund (LMIYX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Lord Abbett Micro Cap Growth I Fund (LMIYX) Net Asset TrackingLord Abbett Micro Cap Growth I (LMIYX) Fund Net Asset

Track net asset change of Lord Abbett Micro Cap Growth I fund (LMIYX)

DateNet Asset
05/2016$138.12M
03/2016$130.98M
02/2016$121.50M
More historic net asset information on Lord Abbett Micro Cap Growth I Fund (LMIYX)

  

Graph of Lord Abbett Micro Cap Growth I Fund (LMIYX) Portfolio TrackingLord Abbett Micro Cap Growth I (LMIYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Micro Cap Growth I fund (LMIYX)

DateCashStockBondOther
03/20161.99%98.01%0%0%
12/20152.92%94.06%0%3.02%
09/20154.32%94.4%0%1.28%
Click here to see more historic asset allocation information on Lord Abbett Micro Cap Growth I Fund (LMIYX)

 

graph of Lord Abbett Micro Cap Growth I Fund (LMIYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Micro Cap Growth I (LMIYX) Fund

Discover what Lord Abbett Micro Cap Growth I Fund (LMIYX) manager is buying

Mar 30, 2016
MaxLinear, Inc Class A Common S [2.08%]
Calavo Growers, Inc. [1.98%]
Inphi Corporation Common Stock [1.93%]
Duluth Holdings Inc. [1.65%]
Alarm.com Holdings, Inc. [1.58%]
BroadSoft, Inc. [1.55%]
Silicon Motion Technology Corp ADR [1.55%]
Smith & Wesson Holding Corporat [1.54%]
CRCAM TOURAINE CCI [1.53%]

Dec 30, 2015
Pacific Biosciences of Californ [2.36%]
NxStage Medical, Inc. [1.94%]
Intra-Cellular Therapies Inc. [1.9%]
Nevro Corp. Common Stock [1.87%]
CVENT, INC. Common Stock [1.79%]
Inphi Corporation Common Stock [1.69%]
Gogo Inc. [1.63%]
Luxoft Holding, Inc. Class A Or [1.63%]
Globant S.A. Common Shares [1.59%]
Callidus Software, Inc. [1.59%]

Sep 29, 2015
2U, Inc. [2.31%]
Inphi Corporation Common Stock [2.17%]
Inogen, Inc [2.16%]
Callidus Software, Inc. [1.87%]
AtriCure, Inc. [1.79%]
ZELTIQ Aesthetics, Inc. [1.72%]
Textura Corporation Common Stoc [1.64%]
US Ecology, Inc. [1.56%]
Click here for Stock Holding Change Map in Lord Abbett Micro Cap Growth I Fund (LMIYX)

  

Latest News on Lord Abbett Micro Cap Growth I (LMIYX) Fund

See what is happening with Lord Abbett Micro Cap Growth I Fund (LMIYX)

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Lord Abbett Micro Cap Growth I Fund (LMIYX) Related ResourcesSee more information on Lord Abbett Micro Cap Growth I (LMIYX) Fund

Popular pages on Lord Abbett Micro Cap Growth I (LMIYX) Fund

  

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