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

(MF) As of Feb 11, 2016 06:05 PM ET

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$18.13 USD

-0.24 (-1.31%)

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 Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD -1.15 19
3 months 4.15 17
6 months -5.26 11
1 Year -1.16 19
3 Year 10.42 62
5 Year 7.27 71
10 Year 7.87 18

* 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

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Portfolio Statistics

%Unrealized Gain YTD 23.97
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 527.14
%Turnover 12/31/2015 49.04

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.22 1.15
Alpha -3.90 -6.72 0.33
R Squared 0.66 0.77 0.82
Std. Dev. 13.13 16.18 19.25
Sharpe 0.86 0.53 2.00

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
Finance 28.50
Industrial Cyclical 19.27
Technology 14.59
Other 9.21
Retail Trade 7.15
Energy 4.91
Health 4.23
Non-Durable 4.03
Services 3.90
Consumer Durables 2.50
Utilities 1.71

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2015)
% of Portfolio Value (Mil$)
HCC INSURANCE HOLDINGS IN 2.80 37.04
SOUTH STATE CORPORATION 2.76 36.40
HEALTHSOUTH CORP 2.24 29.55
ELECTRONICS FOR IMAGING 2.07 27.35
PRIVATEBANCORP INC 2.07 27.32
MENTOR GRAPHICS CORP 2.02 26.75
WESTERN ALLIANCE BANCORP 1.86 24.58
PINNACLE FOODS INC 1.80 23.78
MINERALS TECHNOLOGIES 1.76 23.28

Stock Holding % of Net Assets

As Of 8/31/2015
Total Issues 76
Avg. P/E 22.32
Avg. P/Book 2.81
Avg. EPS Growth 10.53
Avg. Market Value (Mil $) 2,997

Allocation

% of Portfolio
Large Growth 0.00
Large Value 23.77
Small Growth 20.06
Small Value 39.59
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.95