Nasdaq - Delayed Quote USD

Lord Abbett Fundamental Equity Fund (LDFOX)

15.69
-0.04
(-0.25%)
At close: 8:01:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.48%
5y Average Return 16.10%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (May 19, 2025) 29.39%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 29.39%
Worst 3Y Total Return 5.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LDFOX
Category
YTD
-2.67%
4.44%
1-Month
-2.80%
-4.04%
3-Month
-7.83%
4.09%
1-Year
9.20%
14.37%
3-Year
10.00%
6.04%
5-Year
14.70%
9.20%
10-Year
8.60%
8.57%
Last Bull Market
18.26%
22.97%
Last Bear Market
-13.43%
-11.27%

Annual Total Return (%) History

Year
LDFOX
Category
2025
--
--
2024
20.88%
--
2023
13.52%
11.63%
2022
-9.15%
-5.90%
2021
29.39%
26.22%
2020
3.03%
2.91%
2019
23.16%
25.04%
2018
-8.13%
-8.53%

2017
--
15.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.13% -- -- --
2024 12.46% -1.25% 7.70% 1.06%
2023 0.25% 4.87% -2.28% 10.50%
2022 -2.35% -13.43% -3.96% 11.91%
2021 10.47% 5.19% 1.55% 9.65%
2020 -26.86% 16.72% 4.36% 15.64%
2019 11.07% 2.22% 2.01% 6.33%
2018 -2.30% -0.55% 6.39% -11.12%
2017 3.25% 5.57% -- --

Rank in Category (By Total Return)

YTD 66
1-Month 37
3-Month 86
1-Year 31
3-Year 15
5-Year 27

Load Adjusted Returns

1-Year 9.20%
3-Year 10.00%
5-Year 14.70%
10-Year 8.60%

Performance & Risk

YTD Return 2.48%
5y Average Return 16.10%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 1.83B
YTD Return -2.67%
Yield 1.08%
Morningstar Rating
Inception Date Sep 28, 2007

Fund Summary

The fund invests in equity securities of U.S. and multinational companies across all market capitalization ranges that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities.

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