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Lord Abbett Research Fund Small Cap Value Series Class P: (MF: LRSPX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 04:49 PM ET

$13.74 USD

-0.20 (-1.43%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.25 19
3 months 9.77 19
6 months 9.60 76
1 Year 4.80 76
3 Year 9.45 56
5 Year 7.83 41
10 Year 7.72 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 186.71
Bear Market (10/07 - 2/09) -46.82
Bull Market (2/09 - 3/21) 461.10

Load Adjusted Returns as of Jan 31, 2026

1 Year 0.44
5 Year 7.06
10 Year 6.41
Since Inception 9.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.21 5.31 3.90 1.10
2024 5.74 -1.53 7.07 1.02
2023 5.10 5.61 -3.64 11.77
2022 -6.54 -17.13 -4.85 11.79
2021 18.01 2.86 -3.45 7.73

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.250.4412.6219.54-17.6326.27-1.7120.01-12.006.1220.15
% Total Return Rel to Index 0.00-17.77-12.39-6.700.57-2.40-20.11-11.47-7.61-15.668.21
% Total Return Rel to Peer 0.00-6.860.703.461.886.96-20.70-5.41-1.22-9.474.20
% Perf Quintile vs Peer* 0.000.000.002.003.002.005.005.003.005.002.00
% Dividends 0.000.020.000.000.010.000.120.010.000.000.00
% Yield NA0.140.000.130.060.000.890.090.000.000.00
Capital Gains ($) 0.000.921.690.000.452.680.002.893.072.933.10
Expense Ratio 0.001.421.411.391.421.371.391.401.381.381.42

* 1 = Top 20%, 5 = Bottom 20%