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Lord Abbett Value Opportunities P (LVOPX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Value Opportunities P (LVOPX) Fund

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Graph of Lord Abbett Value Opportunities P Fund (LVOPX) ManagerFund Manager - Justin C. Maurer

Fund Manager Information

Fund Manager Tenure: 11.7 years
Similar Funds: LVOAX  LVOBX  LVOCX  LVOFX  LVOQX  LVORX  LVOYX 
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?)

 

Graph of Lord Abbett Value Opportunities P Fund (LVOPX) ProfileLord Abbett Value Opportunities P Fund (LVOPX) Profile

Fund Profile and Description

Lord Abbett Value Opportunities P Fund seeks long-term capital appreciation. Lord Abbett Value Opportunities P Fund normally invests at least 65% of net assets in equity securities of small and mid-sized companies. It invests primarily in equity securities, value stocks, multinational and foreign company securities and derivatives.

 

Lord Abbett Value Opportunities P (LVOPX) Fund Strength What we like about Lord Abbett Value Opportunities P (LVOPX) Fund

Data for Lord Abbett Value Opportunities P Fund (LVOPX) as of May 30, 2016

  • Lord Abbett Value Opportunities P Fund (LVOPX) management has been with Lord Abbett Value Opportunities P Fund for 11.7 years
  • Lord Abbett Value Opportunities P Fund (LVOPX) has good short-term performance (1-year return -1.11% vs -4.08% Mid-Cap Blend category median performance)
  • Lord Abbett Value Opportunities P Fund (LVOPX) has good mid-term performance (3-year return 8.87% vs 8.11% Mid-Cap Blend category median performance)
  • Lord Abbett Value Opportunities P Fund (LVOPX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Value Opportunities P Fund (LVOPX) has a Morningstar rating of 4 and above
  • Asset base in Lord Abbett Value Opportunities P Fund (LVOPX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Value Opportunities P Fund (LVOPX) has an annual stock turnover rate of 46.88% vs Mid-Cap Blend average of 60.70%. It is good that Lord Abbett Value Opportunities P management does not trade extensively for its return.
  • Lord Abbett Value Opportunities P Fund (LVOPX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.3, lower than category average of 12.56

Lord Abbett Value Opportunities P Fund (LVOPX) Weakness What we are cautious about Lord Abbett Value Opportunities P (LVOPX) Fund

Data for Lord Abbett Value Opportunities P Fund (LVOPX) as of May 30, 2016

  • Lord Abbett Value Opportunities P Fund (LVOPX) has a less-than-ideal Long-term performance (5-year return 8.24% vs 8.53% Mid-Cap Blend category median performance)
  • Lord Abbett Value Opportunities P Fund (LVOPX) has a higher expense ratio of 1.37% than its Mid-Cap Blend average of 1.15%
  • Even though Lord Abbett Value Opportunities P Fund carries no load, it does have a 0.45% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Value Opportunities P Fund (LVOPX) performance details as of May 30, 2016

 

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Compare Lord Abbett Value Opportunities P Fund (LVOPX)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 Value Opportunities P5.91-1.118.878.24
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 Value Opportunities P Fund (LVOPX)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 Value Opportunities P Fund (LVOPX) Net Asset TrackingLord Abbett Value Opportunities P (LVOPX) Fund Net Asset

Track net asset change of Lord Abbett Value Opportunities P fund (LVOPX)

DateNet Asset
05/2016$2.60B
03/2016$2.58B
02/2016$2.40B
More historic net asset information on Lord Abbett Value Opportunities P Fund (LVOPX)

  

Graph of Lord Abbett Value Opportunities P Fund (LVOPX) Portfolio TrackingLord Abbett Value Opportunities P (LVOPX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Value Opportunities P fund (LVOPX)

DateCashStockBondOther
03/20162.13%97.1%0%0.77%
12/20150%100%0%0%
09/20150.49%99.51%0%0%
Click here to see more historic asset allocation information on Lord Abbett Value Opportunities P Fund (LVOPX)

 

graph of Lord Abbett Value Opportunities P Fund (LVOPX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Value Opportunities P (LVOPX) Fund

Discover what Lord Abbett Value Opportunities P Fund (LVOPX) manager is buying

Mar 30, 2016
Federal Realty Investment Trust [2.77%]
RenaissanceRe Holdings Ltd. Com [2.51%]
AECOM Common Stock [2.22%]
STERIS plc Ordinary Shares [2.11%]
Reliance Steel & Aluminum Co. C [2.08%]
Booz Allen Hamilton Holding Cor [2.07%]
CMS Energy Corporation Common S [2.02%]
Jarden Corporation Common Stock [2.02%]
Pinnacle Foods, Inc. Common Sto [1.92%]
Fidelity National Information S [1.83%]

Dec 30, 2015
Federal Realty Investment Trust [2.64%]
RenaissanceRe Holdings Ltd. Com [2.59%]
American Water Works Company, I [2.36%]
STERIS plc Ordinary Shares [2.28%]
AECOM Common Stock [2.2%]
Booz Allen Hamilton Holding Cor [2.15%]
Jarden Corporation Common Stock [2.1%]
CMS Energy Corporation Common S [1.92%]
Pinnacle Foods, Inc. Common Sto [1.86%]
Portland General Electric Co Co [1.8%]

Sep 29, 2015
RenaissanceRe Holdings Ltd. Com [2.62%]
HealthSouth Corporation Common [2.44%]
Federal Realty Investment Trust [2.39%]
American Water Works Company, I [2.21%]
Arch Capital Group Ltd. [2.14%]
Fidelity National Information S [2.11%]
Jarden Corporation Common Stock [2.04%]
CMS Energy Corporation Common S [2.03%]
Pinnacle Foods, Inc. Common Sto [1.89%]
Portland General Electric Co Co [1.78%]
Click here for Stock Holding Change Map in Lord Abbett Value Opportunities P Fund (LVOPX)

  

Latest News on Lord Abbett Value Opportunities P (LVOPX) Fund

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Lord Abbett Value Opportunities P Fund (LVOPX) Related ResourcesSee more information on Lord Abbett Value Opportunities P (LVOPX) Fund

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