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LAVYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Lord Abbett Fundamental Equity I (LAVYX) Ownership - Who owns Lord Abbett Fundamental Equity I?

The investment seeks long-term growth of capital and income without excessive fluctuations in market value... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

LAVYX

Net Assets

2.03B

Fund Existence

over 22 years

Turnover

39.00

Total Expense Ratio

0.70

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.70

Assets in Top Ten Holdings

451M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

556M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

56.00

Number of Net Holdings

56.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

26.50%

Gain YTD

8.295

Annual Yield % from dividends

1.00

Returns for 1 year

7.21

Returns for 3 years

28.47

Returns for 5 years

53.31

Returns for 10 years

31.26

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Category LargeValue

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Fundamentals

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