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Lord Abbett Small-cap Value Fd - Cl R2: (MF: LRSQX)

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

$13.29 USD

-0.19 (-1.41%)

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 6.22 19
3 months 9.73 19
6 months 9.56 76
1 Year 4.69 76
3 Year 9.30 58
5 Year 7.67 43
10 Year 7.56 96

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 447.01

Load Adjusted Returns as of Jan 31, 2026

1 Year 0.35
5 Year 6.89
10 Year 6.25
Since Inception 6.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.27 5.32 3.86 1.11
2024 5.74 -1.57 7.04 0.97
2023 5.05 5.57 -3.65 11.64
2022 -6.55 -17.14 -4.96 11.76
2021 17.95 2.79 -3.45 7.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.210.3512.5019.29-17.7626.04-1.7919.81-12.175.9720.00
% Total Return Rel to Index 0.00-17.86-12.52-6.940.44-2.63-20.19-11.67-7.77-15.818.06
% Total Return Rel to Peer 0.00-6.950.573.211.756.73-20.78-5.61-1.39-9.624.05
% Perf Quintile vs Peer* 0.000.000.002.003.002.005.005.003.005.002.00
% Dividends 0.000.010.000.000.000.000.110.000.000.000.00
% Yield NA0.040.000.040.000.000.790.000.000.000.00
Capital Gains ($) 0.000.921.690.000.442.680.002.893.072.933.10
Expense Ratio 0.001.571.561.541.581.521.541.551.531.531.57

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