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

(MF) As of Apr 17, 2014 06:05 PM ET

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$33.10 USD

+0.17 (0.52%)

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

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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General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 0.89
Objective* Equity - Small Cap
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 [?] Hold 3
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 26.12
Net Assets (Mil $) 3/31/2014 1,253.92
%Turnover 3/31/2014 71.13

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 16.37
Small Value 70.81
Foreign Stock 6.42
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 3/31/2014 % of Portfolio
Finance 27.04
Industrial Cyclical 17.95
Technology 14.62
Retail Trade 10.32
Non-Durable 5.99
Utilities 4.87
Consumer Durables 4.77
Health 3.97
Other 3.79
Services 3.60
Energy 3.08

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2013)
% of Portfolio Value (Mil$)
OSHKOSH CORP 2.04 70.60
PACWEST BANCORPORATION 1.88 65.13
FIRST FINANCIAL HOLDINGS 1.78 61.72
MENTOR GRAPHICS CORP 1.77 61.14
STIFEL FINANCIAL CORP 1.71 59.33
BARNES GROUP INC 1.65 57.20
COHERENT INC 1.62 56.10
ANALOGIC 1.60 55.46
WESTERN ALLIANCE BANCORP 1.56 53.91

Stock Holding % of Net Assets

As Of 11/30/2013
Total Issues 117
Avg. P/E 23.94
Avg. P/Book 2.68
Avg. EPS Growth 11
Avg. Market Value (Mil $) 2,459

Risk

3 Year 5 Year 10 Year
Beta 1.34 1.30 1.19
Alpha -8.56 -4.61 2.83
R Squared 0.88 0.85 0.84
Std. Dev. 17.77 19.69 19.35
Sharpe 0.62 1.21 1.00