Lord Abbett Fundamental Equity B
90 Hudson Street11th FloorJersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Large Blend | | Fund Family: | Lord Abbett | | Net Assets: | 4.87B | | Year-to-Date Return: | 8.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Jun 4, 1997 |
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Robert Fetch
Lead Manager since Dec 30, 2001 | | | Mr. Fetch is the lead portfolio manager of the multi, large, and mid cap value equity strategies and oversees the domestic equity portfolio managers. Mr. Fetch joined Lord Abbett in 1995 as the lead portfolio manager of the small cap value equity strategy portfolio and Director of Small, Smid, Multi and Micro Value Equities. He was named Partner in 1998. His prior experience includes: Managing Director at Prudential Investment Advisors; Senior Investment Officer at Chemical Bank/Favia Hill & Associates; and Equity Analyst/Trader at Mutual Benefit Life. Mr. Fetch received a BS from Bucknell University and an MBA from Seton Hall University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1977. |
| Min Initial Investment: | 1,000 | | Min Initial Investment, IRA: | 250 | | Min Initial Investment, AIP: | 250 | | Min Subsequent Investment: | 0 | | Min Subsequent Investment, IRA: | 0 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks long-term growth of capital and income without excessive fluctuations in market value.
To pursue its objective, the fund invests principally in equity securities of U.S. and multinational companies that the fund believes are undervalued in all market capitalization ranges. Under normal market conditions, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities. The fund normally will invest at least 50% of its net assets in equity securities of large, established companies having a market capitalization within the range of companies included in the Russell 1000® Index. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Nov 19, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
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| 83.80% | | Average for Category: | 51.91% |
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| Expense | GILBX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.74% | 1.11% | | Prospectus Net Expense Ratio: | 1.74% | N/A | | Prospectus Gross Expense Ratio: | 1.74% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.27% | | Max Deferred Sales Load:
| 5.00% | 2.36% | | 3 Yr Expense Projection*: | 848 | 775 | | 5 Yr Expense Projection*: | 1,144 | 1,258 | | 10 Yr Expense Projection*: | 1,880 | 2,352 |
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0.03(0.20%) May 24