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Nasdaq - Delayed Quote USD

Lord Abbett Fundamental Equity R3 (LAVRX)

15.51
-0.12
(-0.77%)
As of 8:07:12 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.99%
5y Average Return 11.33%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Feb 18, 2025) 36.49%
Worst 1Y Total Return (Feb 18, 2025) --
Best 3Y Total Return 36.49%
Worst 3Y Total Return 4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LAVRX
Category
YTD
5.52%
4.44%
1-Month
5.52%
-4.04%
3-Month
6.31%
4.09%
1-Year
25.75%
14.37%
3-Year
10.03%
6.04%
5-Year
11.88%
9.20%
10-Year
9.52%
8.57%
Last Bull Market
17.86%
22.97%
Last Bear Market
-13.58%
-11.27%

Annual Total Return (%) History

Year
LAVRX
Category
2024
20.18%
--
2023
12.87%
11.63%
2022
-9.69%
-5.90%
2021
28.67%
26.22%
2020
2.44%
2.91%
2019
22.37%
25.04%
2018
-8.62%
-8.53%
2017
12.63%
15.94%

2016
15.52%
14.81%
2015
-3.40%
-4.05%
2014
6.74%
10.21%
2013
36.49%
31.21%
2012
10.52%
14.57%
2011
-4.06%
-0.75%
2010
19.01%
13.66%
2009
25.73%
24.13%
2008
-28.91%
-37.09%
2007
--
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.37% -1.44% 7.49% 0.95%
2023 0.09% 4.73% -2.38% 10.30%
2022 -2.51% -13.58% -4.13% 11.81%
2021 10.31% 5.06% 1.39% 9.50%
2020 -26.94% 16.45% 4.31% 15.43%
2019 10.81% 2.12% 1.83% 6.20%
2018 -2.51% -0.56% 6.16% -11.21%
2017 1.41% 2.17% 3.10% 5.44%
2016 -0.43% 4.59% 3.81% 6.86%
2015 -0.45% 0.76% -8.85% 5.66%

2014 0.20% 2.77% 0.00% 3.66%
2013 13.35% 3.52% 6.08% 9.65%
2012 11.33% -6.96% 5.15% 1.47%
2011 6.47% -0.95% -19.60% 13.15%
2010 6.39% -10.79% 10.54% 13.45%
2009 -8.61% 12.99% 16.12% 4.86%
2008 -7.54% 1.15% -8.41% -17.01%
2007 -2.60% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 5
3-Month 7
1-Year 3
3-Year 21
5-Year 29

Load Adjusted Returns

1-Year 25.75%
3-Year 10.03%
5-Year 11.88%
10-Year 9.52%

Performance & Risk

YTD Return 5.99%
5y Average Return 11.33%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Lord Abbett
Net Assets 2B
YTD Return 5.52%
Yield 0.57%
Morningstar Rating
Inception Date Jun 30, 2015

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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