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

(MF) As of May 4, 2016 06:05 PM ET

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$21.08 USD

-0.06 (-0.28%)

Is LRSCX a
Buy, Hold or Sell?

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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 Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD 1.15 31
3 months 1.15 31
6 months 5.35 18
1 Year -4.45 14
3 Year 6.22 56
5 Year 5.65 68
10 Year 6.44 22

* Annual for three years and beyond.

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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
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Portfolio Statistics

%Unrealized Gain YTD 27.04
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 456.84
%Turnover 3/31/2016 43.70

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.21 1.15
Alpha -4.75 -7.09 -0.71
R Squared 0.69 0.80 0.84
Std. Dev. 13.62 16.58 19.23
Sharpe 0.52 0.42 2.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Finance 26.27
Industrial Cyclical 17.65
Technology 17.33
Other 8.00
Retail Trade 6.63
Energy 6.46
Health 5.02
Non-Durable 4.91
Services 3.14
Utilities 2.53
Consumer Durables 2.06

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2015)
% of Portfolio Value (Mil$)
SOUTH STATE CORPORATION 2.88 38.08
IDACORP INC 2.53 33.37
PRIVATEBANCORP INC 2.41 31.84
RENAISSANCERE 2.41 31.82
WESTERN ALLIANCE BANCORP 2.37 31.24
ELECTRONICS FOR IMAGING 2.32 30.67
STERIS PLC 2.21 29.24
CARRIZO OIL & GAS INC 2.00 26.47
FIRST INDUSTRIAL REALTY T 1.95 25.75

Stock Holding % of Net Assets

As Of 11/30/2015
Total Issues 74
Avg. P/E 22.65
Avg. P/Book 2.57
Avg. EPS Growth 10.97
Avg. Market Value (Mil $) 3,150

Allocation

% of Portfolio
Large Growth 0.00
Large Value 21.29
Small Growth 25.34
Small Value 35.05
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 13.82
Foreign Bond 0.00
High Yield Bond 0.00