Mutual Fund Insights: Lord Abbett Micro Cap Value I Fund (LMVYX)

In-depth Analysis of Lord Abbett Micro Cap Value I Fund (LMVYX)

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See Lord Abbett Micro Cap Value I Fund (LMVYX) performance details as of February 28, 2010

  

Last Trade: $22.37 on 3/19/2010, Change: -0.22 (-0.97%)

Experiment our closing price forecasting tool for Lord Abbett Micro Cap Value I Fund (LMVYX) (alpha release)

  

Fund Manager - Gerard S.E. Heffernan, Jr.

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

partner (in 2004) & director, Small & Micro Cap Value, joined Lord Abbett in 1998 from CL Capital Management where Gerard S.E. Heffernan, Jr. held positions as a portfolio manager and Equity Research Analyst. His prior experience includes positions as Assistant Manager-Private Placements and Financial Planning at Confederation Life Insurance Company.  Get more insights on Gerard S.E. Heffernan, Jr.

  

 What we like about Lord Abbett Micro Cap Value I Fund (LMVYX)

Data for Lord Abbett Micro Cap Value I Fund (LMVYX) as of February 28, 2010

• Lord Abbett Micro Cap Value I Fund (LMVYX) management has been with Lord Abbett Micro Cap Value I Fund for 4.1 years
• Lord Abbett Micro Cap Value I Fund (LMVYX) has good short-term performance (1-year return 67.59% vs 67.42 % Small Blend category average)
• Lord Abbett Micro Cap Value I Fund (LMVYX) has good Long-term performance (5-year return 4.73% vs 0.83 % Small Blend category average)
• Lord Abbett Micro Cap Value I Fund (LMVYX) ratio of up-years vs down years is greater than 2
• Lord Abbett Micro Cap Value I Fund (LMVYX) has a Morningstar rating of 4 and above
• Lord Abbett Micro Cap Value I Fund (LMVYX) has an annual stock turnover rate of 42.27% vs Small Blend average of 97.63%. It is good that Lord Abbett Micro Cap Value I management does not trade extensively for its return.
• Lord Abbett Micro Cap Value I Fund (LMVYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Lord Abbett Micro Cap Value I Fund (LMVYX)

Data for Lord Abbett Micro Cap Value I Fund (LMVYX) as of February 28, 2010

• Lord Abbett Micro Cap Value I Fund (LMVYX) has a less-than-ideal mid-term performance (3-year return -4.30% vs -6.15 % Small Blend category average)
• Lord Abbett Micro Cap Value I Fund (LMVYX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.56 that is higher than category average of 25.44
• Lord Abbett Micro Cap Value I Fund (LMVYX) has a higher management fee of 1.85% than its Small Blend average of 1.53%

See Lord Abbett Micro Cap Value I Fund (LMVYX) performance details as of February 28, 2010

  

  

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Lord Abbett Micro Cap Value I Fund (LMVYX) Net Asset

Track net asset change of Lord Abbett Micro Cap Value I fund (LMVYX)

Date	Net Asset
02/2010	$70.92M
01/2010	$66.17M
11/2009	$60.55M

More historic net asset information on Lord Abbett Micro Cap Value I Fund (LMVYX)

  

Lord Abbett Micro Cap Value I Fund (LMVYX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Micro Cap Value I fund (LMVYX)

Date	Cash	Stock	Bond	Other
07/2009	4.3%	95.7%	0%	0%
04/2009	6.16%	84.84%	0%	9%

Click here to see more historic asset allocation information on Lord Abbett Micro Cap Value I Fund (LMVYX)

  

Most Recent Top 10 Holdings in Lord Abbett Micro Cap Value I Fund (LMVYX)

Discover what Lord Abbett Micro Cap Value I Fund (LMVYX) manager is buying

31-Jul-09 Medical Action Industries Inc. [3.8%] OVERHILL FARMS INC [3.77%] BOWNE AND CO [2.78%] Radiant Systems, Inc. [2.59%] American Dental Partners, Inc. [2.37%] PetMed Express, Inc. [2.28%] CHESAPEAKE UTIL CP [2.2%] Odyssey Healthcare, Inc. [1.93%] ORION MARINE [1.89%] Monro Muffler Brake [1.86%]

30-Apr-09 Exponent, Inc. [3.07%] Applix, Inc. [2.71%] Radiant Systems, Inc. [2.38%] Susser Holdings Corporation [2.31%] Ultralife Corporation [2.27%] American Dental Partners, Inc. [2.23%] ABAXIS, Inc. [2.2%] Medical Action Industries Inc. [2.16%] Psychemedics Corporation [2.15%] Monro Muffler Brake, Inc. [2.02%]

Click here for Stock Holding Change Map in Lord Abbett Micro Cap Value I Fund (LMVYX)

  

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See more information on Lord Abbett Micro Cap Value I Fund (LMVYX)

• Lord Abbett Micro Cap Value I Fund Insights
• Lord Abbett Micro Cap Value I Fund Performance Data
• Lord Abbett Micro Cap Value I Fund News
• Lord Abbett Micro Cap Value I Fund Score Explaination
• Lord Abbett Micro Cap Value I Fund Manager Information
• Historic Lord Abbett Micro Cap Value I Fund Asset Allocation Report
• Historic Lord Abbett Micro Cap Value I Fund Top 10 Holding Tracking
• Historic Lord Abbett Micro Cap Value I Fund Asset Under Management Tracking