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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Large Blend Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Large |
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Blend |
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As of
2013-03-31 |
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| Day Change |
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$ 0.17 |
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| NAV
(2013-05-17)
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$ 15.00 |
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| YTD Return %
(2013-05-17)
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| 20.58%
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| Total Assets ($ mil) |
| 5,115 |
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| Growth of $10,000 |
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Fund: |
Lord Abbett Fundamental Equity C |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Large Blend |
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Index: |
S&P 500 TR |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-17 |
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Inception date: 1994-01-03 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-17 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 888-522-2388 or visit www.lordabbett.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
1.0 |
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Stocks |
99.0 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
3.1 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
98 |
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Turnover % |
84 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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0.00 |
| % of Assets in Top 10 Holdings |
19.77 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-17 |
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Fund Inception: 1994-01-03 |
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Portfolio Manager (Start Date) |
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Robert P. Fetch
(2001-12-31)
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Mr. Fetch is the lead portfolio manager of the multi, large, and mid cap value equity strategies and oversees the domestic equity portfolio managers. Mr. Fetch joined Lord Abbett in 1995 as the lead portfolio manager of the small cap value equity strategy portfolio and Director of Small, Smid, Multi and Micro Value Equities. He was named Partner in 1998. His prior experience includes: Managing Director at Prudential Investment Advisors; Senior Investment Officer at Chemical Bank/Favia Hill & Associates; and Equity Analyst/Trader at Mutual Benefit Life. Mr. Fetch received a BS from Bucknell University and an MBA from Seton Hall University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1977. |
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Deepak Khanna
(2007-12-31)
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Deepak Khanna. Portfolio Manager; returned to Lord Abbett in 2007; previously a Managing Director at Jennison Associates (2005-2007); previously served as a senior research analyst at Lord Abbett (2000-2005). Mr. Khanna received a BS from Delhi University and an MBA from Baruch College. He is the holder of a Chartered Financial Analyst designation and has been in the investment business since 1996. |
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Sales Charge %
(taken from prospectus dated 2013-03-01)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
1.74 |
based on net assets
(taken from annual report dated 2012-10-31)
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| Correspondence Information |
90 Hudson Street
11th Floor
Jersey City,
NJ
07302
USA |
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