Investment Test Drive

LAMPX Lord Abbett Calibrated Dividend Gr P

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund LAMPX Lord Abbett Calibrated Dividend Gr P DRIPX The MP 63  
100% 93%
Annual Fees
(1.05% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,675.42 $41,716.83
Est. savings over 30 yrs +$3,041.41
As of 9/30/16
1 YR RETURN 18.51%
3 YR 9.63%
5 YR 14.02%
10 YR 7.10%
1 YR RETURN 18.83%
3 YR 10.25%
5 YR 15.75%
10 YR 7.37%
The investment seeks current income and capital appreciation. The fund invests primarily in equity securities of companies in the S&P 900 Index. It focuses on large companies that have potential for long-term total return resulting from their earnings growth and willingness to consistently increase their dividends over time. The fund's portfolio management team uses fundamental research and quantitative analysis to select its investments, while seeking to maintain an investment portfolio with industry, sector, and capitalization weightings and other portfolio characteristics that generally are similar to those of the S&P 900 10-Year Dividend Growth Index.
The investment seeks long-term capital appreciation. The fund invests at least 80% of its total assets in common stock of companies that make up the Moneypaper 63 Stock Index, typically large-capitalization stocks, with an emphasis on quality and diversity. The MP 63 Stock Index is diversified across industries and is composed of companies that offer direct investment plans ("DRIPs"), regardless of the relative size of the companies.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!