LDFVX Rating, Research - Lord Abbett Fundamental Equity A

Lord Abbett Fundamental Equity A (ldfvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 79

Threats + Weaknesses = 55

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ldfvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lord Abbett Fundamental Equity A (LDFVX) Description: LDFVX is a mutual fund, which is an investment that owns a basket of assets. The LDFVX mutual fund was provided by Lord Abbett and this investment vehicle derives the majority of its value from equity holdings (stocks). Lord Abbetts mutual fund has a long management tenure and is in the large fund size classification. LDFVXs minimum initial investment amount is $1000 while the IRA minimum is $250. LDFVXs expense ratio is roughly 1%. The latest LDFVXs front end load was 6% and the back end load was 0%. The Lord Abbett Fundamental Equity A (LDFVX) mutual fund falls under the large-cap mixed category. LDFVX focuses its investments in USA and LDFVX is not affiliated with a particular industry or fund sector. The Lord Abbett Fundamental Equity A (LDFVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LDFVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LDFVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital and income. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities (see equity research). It invests at least 50% of net assets in large, established companies having a market capitalization within the range of companies included in the Russell 1000 Index and invests the remainder of its assets in securities of mid-sized and small companies.

Management Analysis Update

Performance Analysis Update