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

(MF) As of Jul 28, 2014 06:05 PM ET

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$33.13 USD

-0.08 (-0.24%)

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 Jun 30, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Jun 30, 2014) 3.38
Objective* Small Cap Value
Peer* SC SV

*Key

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 $) 6/30/2014 1,253.92
%Turnover 6/30/2014 71.13

Allocation

% of Portfolio
Large Growth 0.00
Large Value 21.31
Small Growth 12.59
Small Value 60.69
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

Sector / Country Weightings

As of 6/30/2014 % of Portfolio
Finance 28.46
Industrial Cyclical 19.16
Technology 15.16
Retail Trade 10.24
Non-Durable 5.87
Utilities 5.29
Consumer Durables 4.06
Health 3.45
Services 3.11
Energy 3.04
Other 2.16

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2014)
% of Portfolio Value (Mil$)
OSHKOSH CORP 1.95 60.25
PACWEST BANCORPORATION 1.84 56.83
BARNES GROUP INC 1.84 56.71
STIFEL FINANCIAL CORP 1.82 56.23
FIRST FINANCIAL HOLDINGS 1.75 54.00
ANALOGIC 1.65 50.92
WESTERN ALLIANCE BANCORP 1.64 50.60
KENNEDY-WILSON INC 1.60 49.45
PEBBLEBROOK HOTEL TRUST 1.55 47.84

Stock Holding % of Net Assets

As Of 2/28/2014
Total Issues 103
Avg. P/E 23.98
Avg. P/Book 2.60
Avg. EPS Growth 11.36
Avg. Market Value (Mil $) 2,718

Risk

3 Year 5 Year 10 Year
Beta 1.36 1.28 1.19
Alpha -9.14 -4.87 2.31
R Squared 0.86 0.84 0.83
Std. Dev. 17.89 18.76 19.31
Sharpe 0.73 1.06 1.00