LVOAX Rating, Research - Lord Abbett Value Opportunities A

Lord Abbett Value Opportunities A (lvoax)

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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 = 32

Threats + Weaknesses = 22

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equities of mid cap companies, including common and preferred stocks (see stock research), rights, warrants, convertibles and other equities. Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap Index at the time of purchase.

Management Analysis Update

Performance Analysis Update