LDFVX : Lord Abbett Fundamental Equity Fund Class A

LDFVX is a US Stocks Market Large Value with HIGH fees.

LDFVX

Lord Abbett Fundamental Equity Fund Class A

FI Score

49 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

49% FI Score
  • ldfvx
  • Mutual Fund
  • US Stocks
  • Large Value

Lord Abbett Fundamental Equity Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

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

Largest Holdings

Amount Holding
2.86% JPMorgan Chase & Co
2.68% Verizon Communications Inc
2.16% Citigroup Inc
2.11% Intel Corp
1.84% American Express Co
1.82% Cummins Inc
1.76% Wells Fargo & Co
1.72% Lowe's Companies Inc
1.71% PepsiCo Inc
1.71% NextEra Energy Inc
1.70% Medtronic PLC
1.67% Procter & Gamble Co
1.66% CVS Health Corp
1.60% Novartis AG ADR
1.59% E*TRADE Financial Corp
1.58% Chevron Corp
1.57% Philip Morris International Inc
1.57% Alphabet Inc A
1.57% Raytheon Technologies Corp
1.54% Anthem Inc
1.53% Hubbell Inc
1.53% Apple Inc
1.52% Merck & Co Inc
1.52% TJX Companies Inc
1.51% General Dynamics Corp

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