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Lord Abbett Research Fd Small Ca: (MF: LRSCX)

(MF) As of Sep 18, 2014 06:05 PM ET

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$33.53 USD

+0.23 (0.69%)

Zacks MF Rank : 5 - Strong Sell [?]         5

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Aug 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Aug 31, 2014) 0.59
Objective Small Cap Value
Peer SC SV

Zacks Premium Research for LRSCX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Strong Sell 5
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 28.70
Net Assets (Mil $) 8/31/2014 872.08
%Turnover 8/31/2014 31.08

Allocation

% of Portfolio
Large Growth 0.00
Large Value 19.35
Small Growth 16.61
Small Value 28.59
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 14.15
High Yield Bond 15.43

Sector / Country Weightings

As of 8/31/2014 % of Portfolio
Finance 28.30
Industrial Cyclical 22.27
Technology 13.15
Retail Trade 8.19
Non-Durable 5.62
Consumer Durables 4.28
Utilities 4.23
Other 4.15
Services 3.80
Energy 3.63
Health 2.38

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2014)
% of Portfolio Value (Mil$)
BARNES GROUP INC 1.92 45.35
PACWEST BANCORPORATION 1.88 44.33
FIRST FINANCIAL HOLDINGS 1.81 42.71
PEBBLEBROOK HOTEL TRUST 1.79 42.07
WESTERN ALLIANCE BANCORP 1.75 41.12
OSHKOSH CORP 1.71 40.40
MINERALS TECHNOLOGIES 1.71 40.24
KENNEDY-WILSON INC 1.69 39.83
DARLING INTERNATIONAL INC 1.60 37.62

Stock Holding % of Net Assets

As Of 5/31/2014
Total Issues 102
Avg. P/E 22.70
Avg. P/Book 2.50
Avg. EPS Growth 12.67
Avg. Market Value (Mil $) 3,063

Risk

3 Year 5 Year 10 Year
Beta 1.34 1.31 1.19
Alpha -9.22 -5.62 1.94
R Squared 0.84 0.84 0.83
Std. Dev. 16.93 18.93 19.40
Sharpe 1.04 0.90 1.00