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

(MF) As of Jul 28, 2015 06:05 PM ET

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$26.77 USD

+0.18 (0.68%)

Zacks MF Rank : 3 - Hold [?]     3    

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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Latest Performance as of Jun 30, 2015

Total Return %* Percentile Rank Objective
YTD 4.34 52
3 months -0.29 66
6 months 4.34 52
1 Year 2.82 70
3 Year 15.45 72
5 Year 14.04 80
10 Year 9.68 16

* Annual for three years and beyond.

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 [?] Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 30.29
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2015 732.07
%Turnover 6/30/2015 30.70

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.30 1.17
Alpha -1.69 -6.89 1.31
R Squared 0.59 0.81 0.82
Std. Dev. 11.43 17.30 19.16
Sharpe 1.41 0.90 1.00

Sector / Country Weightings

As of 6/30/2015 % of Portfolio
Finance 26.25
Industrial Cyclical 19.88
Technology 15.47
Other 8.92
Retail Trade 8.31
Non-Durable 6.10
Services 3.77
Energy 3.73
Health 3.18
Utilities 2.29
Consumer Durables 2.10

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2015)
% of Portfolio Value (Mil$)
MINERALS TECHNOLOGIES 2.49 41.36
SOUTH STATE CORPORATION 2.10 34.96
KENNEDY-WILSON INC 2.04 33.84
PINNACLE FOODS INC 1.94 32.22
WESTERN ALLIANCE BANCORP 1.89 31.38
HEXCEL CORP 1.84 30.58
SYNAPTICS INC 1.78 29.62
ELECTRONICS FOR IMAGING 1.77 29.43
MAXIMUS INC 1.73 28.76

Stock Holding % of Net Assets

As Of 2/28/2015
Total Issues 93
Avg. P/E 23.30
Avg. P/Book 2.65
Avg. EPS Growth 13.01
Avg. Market Value (Mil $) 2,962

Allocation

% of Portfolio
Large Growth 0.00
Large Value 26.57
Small Growth 18.79
Small Value 46.84
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00