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

(MF) As of Dec 5, 2016 06:05 PM ET

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$24.87 USD

+0.36 (1.47%)

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

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Latest Performance as of Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 7.30 27
3 months -1.71 35
6 months 5.13 32
1 Year 4.51 23
3 Year 4.58 28
5 Year 10.37 51
10 Year 6.75 31

* Annual for three years and beyond.

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

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Portfolio Statistics

%Unrealized Gain YTD 23.81
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 389.78
%Turnover 10/31/2016 43.20

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.04 1.14
Alpha -3.80 -3.05 -0.13
R Squared 0.68 0.72 0.84
Std. Dev. 13.17 12.64 19.12
Sharpe 0.41 0.88 2.00

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
Finance 22.69
Industrial Cyclical 20.08
Technology 19.17
Other 7.29
Non-Durable 7.12
Health 6.73
Energy 5.24
Utilities 4.65
Services 2.62
Retail Trade 2.52
Consumer Durables 1.89

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2016)
% of Portfolio Value (Mil$)
ORBOTECH LTD 2.74 32.87
FIRST INDUSTRIAL REALTY T 2.72 32.55
FIRST MERCHANTS CORP 2.64 31.57
LITTELFUSE INC 2.50 29.92
TALMER BANCORP INC 2.45 29.40
IDACORP INC 2.42 28.96
ALERE INC 2.41 28.84
HEALTHSOUTH CORP 2.30 27.56
BLACK HILLS 2.23 26.74

Stock Holding % of Net Assets

As Of 8/31/2016
Total Issues 68
Avg. P/E 23.29
Avg. P/Book 2.67
Avg. EPS Growth 9.74
Avg. Market Value (Mil $) 3,017

Allocation

% of Portfolio
Large Growth 22.17
Large Value 19.29
Small Growth 10.55
Small Value 43.26
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00