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

Mutual Fund Insights: Lord Abbett Value Opportunities F Fund (LVOFX)

In-depth Analysis of Lord Abbett Value Opportunities F Fund (LVOFX)

Mutual fund chart: Lord Abbett Value Opportunities F Fund (LVOFX)

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See Lord Abbett Value Opportunities F Fund (LVOFX) performance details as of February 28, 2010

  

    Last Trade: $13.85 on 3/19/2010, Change: -0.10 (-0.72%)
Experiment our closing price forecasting tool for Lord Abbett Value Opportunities F Fund (LVOFX) (alpha release)

  

Fund ManagerFund Manager - Justin C. Maurer

Fund Manager Tenure: 1.8 years   [Similar Funds: LVOAX  LVOBX  LVOCX  LVOPX  LVOQX  LVORX  LVOYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Justin C. aurer joined Lord Abbett in 2001.  Get more insights on Justin C. Maurer

  

What we like about Lord Abbett Value Opportunities F Fund (LVOFX) What we like about Lord Abbett Value Opportunities F Fund (LVOFX)

Data for Lord Abbett Value Opportunities F Fund (LVOFX) as of February 28, 2010

  • Lord Abbett Value Opportunities F Fund (LVOFX) has good mid-term performance (3-year return 2.41% vs -5.22 % Mid-Cap Blend category average)
  • Lord Abbett Value Opportunities F Fund (LVOFX) has a Morningstar rating of 4 and above
  • Lord Abbett Value Opportunities F Fund (LVOFX) has an annual stock turnover rate of 77.87% vs Mid-Cap Blend average of 98.84%. It is good that Lord Abbett Value Opportunities F management does not trade extensively for its return.
  • Lord Abbett Value Opportunities F Fund (LVOFX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.74, lower than category average of 24.26
  • Lord Abbett Value Opportunities F Fund (LVOFX) has a lower management fee than its Mid-Cap Blend average: 1.09% vs 1.38%

  

What we are cautious about Lord Abbett Value Opportunities F Fund (LVOFX) What we are cautious about Lord Abbett Value Opportunities F Fund (LVOFX)

Data for Lord Abbett Value Opportunities F Fund (LVOFX) as of February 28, 2010

  • Lord Abbett Value Opportunities F Fund (LVOFX) management has been with Lord Abbett Value Opportunities F Fund for only 1.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Value Opportunities F Fund (LVOFX) has a less-than-ideal short-term performance (1-year return 56.92% vs 65.14 % Mid-Cap Blend category average)
  • Lord Abbett Value Opportunities F Fund (LVOFX) ratio of up-years vs down years can be improved
  • Even though Lord Abbett Value Opportunities F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Value Opportunities F Fund (LVOFX) performance details as of February 28, 2010

  

  

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Lord Abbett Value Opportunities F Fund (LVOFX) Net Asset

Track net asset change of Lord Abbett Value Opportunities F fund (LVOFX)

DateNet Asset
02/2010$795.99M
01/2010$68.43M
11/2009$56.85M
More historic net asset information on Lord Abbett Value Opportunities F Fund (LVOFX)

  

Lord Abbett Value Opportunities F Fund (LVOFX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Value Opportunities F fund (LVOFX)

DateCashStockBondOther
09/20096.44%93.56%0%0%
06/20095.2%94.8%0%0%
04/20096.45%93.55%0%0%
Click here to see more historic asset allocation information on Lord Abbett Value Opportunities F Fund (LVOFX)

  

Most Recent Top 10 Holdings in Lord Abbett Value Opportunities F Fund (LVOFX)

Discover what Lord Abbett Value Opportunities F Fund (LVOFX) manager is buying

30-Sep-09
Fossil, Inc. [2.12%]
Rovi Corporation [1.7%]
SMUCKERS J M NEW [1.64%]
PARTNERRE LTD [1.62%]
Charming Shoppes, Inc. [1.56%]
N B T Y INC [1.54%]
ALBEMARLE CP [1.53%]
Sapient Corporation [1.49%]
JACOBS ENGINEERNG GP [1.46%]
LAZARD LTD. [1.44%]

30-Jun-09
Fossil, Inc. [2.12%]
Rovi Corporation [1.7%]
SMUCKERS J M NEW [1.64%]
PARTNERRE LTD [1.62%]
Charming Shoppes, Inc. [1.56%]
N B T Y INC [1.54%]
ALBEMARLE CP [1.53%]
Sapient Corporation [1.49%]
JACOBS ENGINEERNG GP [1.46%]
LAZARD LTD. [1.44%]

30-Apr-09
HCC Insurance Holdings, Inc. [2.41%]
Fossil, Inc. [2.14%]
Macrovision Solutions Corporati [1.98%]
Reliance Steel & Aluminum Co. [1.65%]
NBTY Inc. [1.65%]
Watson Pharmaceuticals, Inc. [1.62%]
PartnerRe Ltd. [1.56%]
URS Corp [1.53%]
Smucker (J.M.) Co. [1.49%]
Silgan Holdings, Inc. [1.48%]
Click here for Stock Holding Change Map in Lord Abbett Value Opportunities F Fund (LVOFX)

  

Related books and products to Lord Abbett Value Opportunities F Fund (LVOFX)

  

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