Fund info

Lord Abbett Fundamental Equity Fund Class C is a mutual fund designed to pursue long-term growth of capital and income while maintaining moderate risk levels. The fund employs a large value investment strategy, primarily allocating its capital to equity securities of established U.S. companies across diverse sectors. It typically maintains a portfolio of around 58 holdings, with significant positions in financials, energy, industrials, and communication services. Key holdings have included companies such as JPMorgan Chase & Co., Alphabet Inc., and Shell PLC, reflecting an emphasis on industry leaders with consistent performance. The fund is structured to balance growth potential with income generation, distributing dividends annually. With a minimum initial investment of $1,500 and an expense ratio of approximately 1.69%, it targets investors seeking a blend of capital appreciation and income from a diversified equity portfolio. Regular benchmarking against indexes like the Russell 1000 Value Index underscores its focus on large-cap, fundamentally strong companies, making it a relevant option for those interested in broad U.S. equity market exposure with a value-oriented approach.