Back to top
more

If you wish to go to ZacksFunds.com, click OK. If you do not, click Cancel.

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

(MF) As of Apr 16, 2015 06:05 PM ET

 Add to portfolio

$27.49 USD

-0.14 (-0.51%)

Zacks MF Rank : 2 - Buy [?]   2      

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

General Information as of Mar 31, 2015

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 4.64
Category Small Value
Peer SC SV

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 Buy 2
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 29.06
Net Assets (Mil $) 3/31/2015 732.07
%Turnover 3/31/2015 30.70

Allocation

% of Portfolio
Large Growth 0.00
Large Value 21.55
Small Growth 9.57
Small Value 59.23
Foreign Stock 0.00
Emerging Market 4.65
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
Finance 31.77
Industrial Cyclical 19.03
Technology 14.17
Retail Trade 8.46
Non-Durable 8.15
Other 6.27
Services 4.09
Energy 2.55
Utilities 2.29
Health 2.19
Consumer Durables 1.03

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2014)
% of Portfolio Value (Mil$)
MINERALS TECHNOLOGIES 3.44 65.90
WESTERN ALLIANCE BANCORP 2.29 43.94
PEBBLEBROOK HOTEL TRUST 2.25 43.09
SOUTH STATE CORPORATION 2.07 39.68
LASALLE HOTEL PPTY 1.97 37.81
KENNEDY-WILSON INC 1.93 36.90
PACWEST BANCORPORATION 1.87 35.74
LITTELFUSE INC 1.67 32.06
ELECTRONICS FOR IMAGING 1.63 31.24

Stock Holding % of Net Assets

As Of 11/30/2014
Total Issues 90
Avg. P/E 22.56
Avg. P/Book 2.37
Avg. EPS Growth 11.45
Avg. Market Value (Mil $) 2,901

Risk

3 Year 5 Year 10 Year
Beta 1.09 1.28 1.18
Alpha -4.60 -5.65 1.46
R Squared 0.67 0.83 0.82
Std. Dev. 12.74 18.20 19.33
Sharpe 1.01 0.73 1.00