Nasdaq - Delayed Quote USD
Lord Abbett Fundamental Equity Fund (LDFOX)
15.69
-0.04
(-0.25%)
At close: 8:01:26 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LDFOX | Category Average | LDFOX | Category Average | LDFOX | Category Average | |
| Alpha | -1.32 | -0.01 | 0.54 | -0.03 | -2.89 | -0.03 |
| BETA | 0.92 | 0.01 | 0.89 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.91 | 0.01 | 1.25 | 0.01 | 0.79 | 0.01 |
| R-squared | 82.28 | 0.78 | 83.2 | 0.83 | 87.54 | 0.84 |
| Standard Deviation | 16.68 | 0.17 | 15.75 | 0.19 | 15.78 | 0.16 |
| Sharpe Ratio | 0.38 | 0 | 0.77 | 0 | 0.48 | 0.01 |
| Treynor Ratio | 5.72 | 0.04 | 13.27 | 0.07 | 6.87 | 0.08 |
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