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Lord Abbett Value Opportunities R2 (LVOQX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Value Opportunities R2 (LVOQX) Fund

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Graph of Lord Abbett Value Opportunities R2 Fund (LVOQX) ManagerFund Manager - Justin C. Maurer

Fund Manager Information

Fund Manager Tenure: 11.6 years
Similar Funds: LVOAX  LVOBX  LVOCX  LVOFX  LVOPX  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 R2 Fund (LVOQX) ProfileLord Abbett Value Opportunities R2 Fund (LVOQX) Profile

Fund Profile and Description

Lord Abbett Value Opportunities R2 Fund seeks long-term capital appreciation. Lord Abbett Value Opportunities R2 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 R2 (LVOQX) Fund Strength What we like about Lord Abbett Value Opportunities R2 (LVOQX) Fund

Data for Lord Abbett Value Opportunities R2 Fund (LVOQX) as of May 30, 2016

  • Lord Abbett Value Opportunities R2 Fund (LVOQX) management has been with Lord Abbett Value Opportunities R2 Fund for 11.6 years
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) has good short-term performance (1-year return -1.29% vs -4.08% Mid-Cap Blend category median performance)
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) has good mid-term performance (3-year return 8.69% vs 8.11% Mid-Cap Blend category median performance)
  • Asset base in Lord Abbett Value Opportunities R2 Fund (LVOQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) 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 R2 management does not trade extensively for its return.
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.28, lower than category average of 12.56

Lord Abbett Value Opportunities R2 Fund (LVOQX) Weakness What we are cautious about Lord Abbett Value Opportunities R2 (LVOQX) Fund

Data for Lord Abbett Value Opportunities R2 Fund (LVOQX) as of May 30, 2016

  • Lord Abbett Value Opportunities R2 Fund (LVOQX) has a less-than-ideal Long-term performance (5-year return 8.06% vs 8.53% Mid-Cap Blend category median performance)
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) ratio of up-years vs down years can be improved
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) has a Morningstar rating of 3 and below
  • Lord Abbett Value Opportunities R2 Fund (LVOQX) has a higher expense ratio of 1.53% than its Mid-Cap Blend average of 1.15%
  • Even though Lord Abbett Value Opportunities R2 Fund carries no load, it does have a 0.60% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Value Opportunities R2 Fund (LVOQX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Value Opportunities R2 Fund (LVOQX)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 R25.83-1.298.698.06
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 R2 Fund (LVOQX)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 R2 Fund (LVOQX) Net Asset TrackingLord Abbett Value Opportunities R2 (LVOQX) Fund Net Asset

Track net asset change of Lord Abbett Value Opportunities R2 fund (LVOQX)

DateNet Asset
05/2016$2.60B
03/2016$2.58B
02/2016$2.40B
More historic net asset information on Lord Abbett Value Opportunities R2 Fund (LVOQX)

  

Graph of Lord Abbett Value Opportunities R2 Fund (LVOQX) Portfolio TrackingLord Abbett Value Opportunities R2 (LVOQX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Value Opportunities R2 fund (LVOQX)

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 R2 Fund (LVOQX)

 

graph of Lord Abbett Value Opportunities R2 Fund (LVOQX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Value Opportunities R2 (LVOQX) Fund

Discover what Lord Abbett Value Opportunities R2 Fund (LVOQX) 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 R2 Fund (LVOQX)

  

Latest News on Lord Abbett Value Opportunities R2 (LVOQX) Fund

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Lord Abbett Value Opportunities R2 Fund (LVOQX) Related ResourcesSee more information on Lord Abbett Value Opportunities R2 (LVOQX) Fund

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