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Lord Abbett Fundamental Equity I (LAVYX)

15.10 Up 0.03(0.20%) Apr 17
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Profile as of Mar 30, 2014Get Profile for:
Lord Abbett Fundamental Equity I
90 Hudson Street11th FloorJersey City NJ 07302
Phone: 888-522-2388
Fund Overview 
Category:Large Blend
Fund Family:Lord Abbett
Net Assets:5.99B
Year-to-Date Return:0.26%
Morningstar Rating:4 stars
Fund Inception Date:Mar 31, 2003
Morningstar Style Box 
Large Blend
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Management Information 
Robert Fetch
Lead Manager since Dec 31, 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.
Investment Information 
Min Initial Investment:1,000,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
LAVYX can be purchased from 48 brokerages.

Fund Summary 
The investment seeks long-term growth of capital and income without excessive fluctuations in market value. The fund invests principally in equity securities of U.S. and multinational companies that the fund's managers believe are undervalued in all market capitalization ranges. 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.

Fund Operations 
Last Dividend (Nov 21, 2013) : 0.10
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 15, 2014) : 87.00%
Average for Category:49.72%
Fees & Expenses 
ExpenseLAVYXCategory Avg
Annual Report Expense Ratio (net):0.72%1.09%
Prospectus Net Expense Ratio:0.71%N/A
Prospectus Gross Expense Ratio:0.71%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.26%
Max Deferred Sales Load: N/A2.25%
3 Yr Expense Projection*:227584
5 Yr Expense Projection*:395922
10 Yr Expense Projection*:8831,871
* Per $10,000 invested