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Lord Abbett Mid Cap Stock Fd Cl A: (MF: LAVLX)

(NASDAQ Mutual Funds) As of Aug 3, 2021 08:00 PM ET

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$34.62 USD

+0.29 (0.85%)

Zacks MF Rank

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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3-Hold of 5     3    

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Latest Performance as of Jun 30, 2021

Total Return %* Percentile Rank Objective
YTD 18.81 16
3 months 4.23 88
6 months 18.82 16
1 Year 45.95 29
3 Year 8.92 89
5 Year 8.65 93
10 Year 8.60 92

* Annual for three years and beyond.

Zacks Premium Research for LAVLX

Zacks MF Rank

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

Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.84
% Yield 0.94
% SEC Yield NA
Net Assets (Mil $) 6/30/2021 968.88
%Turnover 6/30/2021 63.00

Risk

3 Year 5 Year 10 Year
Beta 1.19 1.14 1.16
Alpha -10.42 -9.37 -7.07
R Squared 0.88 0.85 0.86
Std. Dev. 23.69 18.77 16.93
Sharpe 0.45 0.50 3.00

Sector / Country Weightings

As of 6/30/2021 % of Portfolio
Finance 25.82
Consumer Durables 11.66
Industrial Cyclical 10.71
Retail Trade 10.20
Technology 9.36
Non-Durable 8.54
Utilities 7.41
Energy 4.88
Health 4.53
Services 4.17
Other 2.72

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2021)
% of Portfolio Value (Mil$)
CIT GROUP INC 2.08 30.09
AMERIPRISE FINANCIAL INC 1.98 28.67
PIONEER NATURAL RESOURCES 1.91 27.56
EAST WEST BANCORP INC 1.86 26.86
HUBBELL INCORPORATED 1.73 25.07
EURONET WORLDWIDE INC 1.70 24.64
LEAR CORP 1.69 24.40
CITIZENS FINANCIAL GROUP 1.69 24.37
NETAPP INC 1.68 24.32

Stock Holding % of Net Assets

As Of 3/31/2021
Total Issues 76
Avg. P/E 28.31
Avg. P/Book 3.56
Avg. EPS Growth 18.16
Avg. Market Value (Mil $) 16,640

Allocation

% of Portfolio
Large Growth 0.00
Large Value 57.53
Small Growth 0.00
Small Value 26.24
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.91
Intermediate Bond 6.93
Foreign Bond 0.00
High Yield Bond 3.37