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Lord Abbett Micro Cap Value I (LMVYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Micro Cap Value I (LMVYX) Fund

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

 

Graph of Lord Abbett Micro Cap Value I Fund (LMVYX) ManagerFund Manager - Thomas B. Maher

Fund Manager Information

Fund Manager Tenure: 5.9 years
Fund Family: Lord Abbett
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Lord Abbett Micro Cap Value I Fund (LMVYX) ProfileLord Abbett Micro Cap Value I Fund (LMVYX) Profile

Fund Profile and Description

Lord Abbett Micro Cap Value I Fund seeks long-term capital appreciation. Lord Abbett Micro Cap Value I Fund normally invests at least 80% of net assets in equity securities of micro-cap companies which fall within the market capitalization range of companies included in the Russell Micro-Cap value index. It may invest in equity securities of common stocks, preferred stocks, convertible securities, warrants and similar instruments.

 

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

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

  • Lord Abbett Micro Cap Value I Fund (LMVYX) management has been with Lord Abbett Micro Cap Value I Fund for 5.9 years
  • Lord Abbett Micro Cap Value I Fund (LMVYX) has good short-term performance (1-year return 6.62% vs -5.18% Small Blend category median performance)
  • Lord Abbett Micro Cap Value I Fund (LMVYX) has good mid-term performance (3-year return 9.31% vs 6.96% Small Blend category median performance)
  • Lord Abbett Micro Cap Value I Fund (LMVYX) has good Long-term performance (5-year return 8.90% vs 7.84% Small Blend category median performance)
  • Lord Abbett Micro Cap Value I Fund (LMVYX) ratio of up-years vs down years is greater than 2
  • Asset base in Lord Abbett Micro Cap Value I Fund (LMVYX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • 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

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

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

  • Lord Abbett Micro Cap Value I Fund (LMVYX) has a Morningstar rating of 3 and below
  • Lord Abbett Micro Cap Value I Fund (LMVYX) has an annual stock turnover rate of 70.40% that is higher than the Small Blend average of 52.13%. This could mean Lord Abbett Micro Cap Value I is more nimble, but also signal potential high tax impact and high trading fees
  • Lord Abbett Micro Cap Value I Fund (LMVYX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.08 that is higher than category average of 14.58
  • Lord Abbett Micro Cap Value I Fund (LMVYX) has a higher expense ratio of 1.79% than its Small Blend average of 1.22%
See Lord Abbett Micro Cap Value I Fund (LMVYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Micro Cap Value I Fund (LMVYX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Micro Cap Value I6.286.629.318.90
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Lord Abbett Micro Cap Value I Fund (LMVYX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

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

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

DateNet Asset
05/2016$142.34M
03/2016$140.44M
02/2016$132.66M
More historic net asset information on Lord Abbett Micro Cap Value I Fund (LMVYX)

  

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

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

DateCashStockBondOther
03/20163.2%96.26%0%0.54%
12/20150.84%99.16%0%0%
09/20152.87%97.13%0%0%
Click here to see more historic asset allocation information on Lord Abbett Micro Cap Value I Fund (LMVYX)

 

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

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

Mar 30, 2016
Gibraltar Industries, Inc. [3.92%]
Patrick Industries, Inc. [3.53%]
First Merchants Corporation [3.47%]
Connecticut Water Service, Inc. [3.25%]
Neenah Paper, Inc. Common Stock [3.19%]
Chesapeake Utilities Corporatio [3.14%]
Renasant Corporation [3.05%]
AMERISAFE, Inc. [3.05%]
Physicians Realty Trust Common [3.04%]
Retail Opportunity Investments [2.9%]

Dec 30, 2015
BNC Bancorp [4.18%]
First Merchants Corporation [3.58%]
Chesapeake Utilities Corporatio [3.49%]
Patrick Industries, Inc. [3.35%]
Gibraltar Industries, Inc. [3.21%]
Ameris Bancorp [3.1%]
Retail Opportunity Investments [3.02%]
Aceto Corporation [2.98%]
Physicians Realty Trust Common [2.97%]

Sep 29, 2015
Multi-Color Corporation [4.09%]
Ameris Bancorp [3.81%]
Pacific Premier Bancorp Inc [3.14%]
Chesapeake Utilities Corporatio [3.11%]
First Merchants Corporation [3.11%]
BNC Bancorp [3.04%]
Marcus & Millichap, Inc. Common [2.96%]
Patrick Industries, Inc. [2.71%]
J & J Snack Foods Corp. [2.66%]
Aceto Corporation [2.61%]
Click here for Stock Holding Change Map in Lord Abbett Micro Cap Value I Fund (LMVYX)

  

Latest News on Lord Abbett Micro Cap Value I (LMVYX) Fund

See what is happening with Lord Abbett Micro Cap Value I Fund (LMVYX)

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

Popular pages on Lord Abbett Micro Cap Value I (LMVYX) Fund

  

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