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

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

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$25.52 USD

+0.15 (0.59%)

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 Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD 3.38 52
3 months 0.89 56
6 months 6.38 60
1 Year 9.29 61
3 Year 14.92 77
5 Year 12.20 80
10 Year 8.70 23

* 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 28.42
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 732.07
%Turnover 7/31/2015 30.70

Risk

3 Year 5 Year 10 Year
Beta 1.01 1.30 1.16
Alpha -2.22 -7.34 0.61
R Squared 0.57 0.80 0.82
Std. Dev. 11.49 17.09 19.02
Sharpe 1.36 0.80 1.00

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
Finance 25.68
Industrial Cyclical 19.27
Technology 16.45
Retail Trade 8.39
Other 7.59
Non-Durable 5.96
Energy 4.49
Services 4.22
Health 3.66
Consumer Durables 2.33
Utilities 1.96

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2015)
% of Portfolio Value (Mil$)
MINERALS TECHNOLOGIES 2.52 38.02
SOUTH STATE CORPORATION 2.46 37.19
SIGNATURE BANK 2.25 33.94
MAXIMUS INC 2.10 31.74
MENTOR GRAPHICS CORP 2.08 31.34
ELECTRONICS FOR IMAGING 2.00 30.26
HEXCEL CORP 1.91 28.76
PINNACLE FOODS INC 1.82 27.53
PRIVATEBANCORP INC 1.82 27.53

Stock Holding % of Net Assets

As Of 5/31/2015
Total Issues 85
Avg. P/E 23.40
Avg. P/Book 2.75
Avg. EPS Growth 11.85
Avg. Market Value (Mil $) 3,163

Allocation

% of Portfolio
Large Growth 0.00
Large Value 26.94
Small Growth 17.41
Small Value 48.35
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