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Lord Abbett Small Cap Value A: (MF: LRSCX)

(MF) As of Dec 12, 2017 06:05 PM ET

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$23.21 USD

-0.04 (-0.17%)

Zacks MF Rank 5-Strong Sell         5

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 Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 4.51 91
3 months 4.17 78
6 months 3.65 88
1 Year 17.30 91
3 Year 7.72 65
5 Year 12.02 72
10 Year 6.75 55

* 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 Strong Sell 5
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Portfolio Statistics

%Unrealized Gain YTD 24.05
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 395.57
%Turnover 11/30/2017 42.58

Risk

3 Year 5 Year 10 Year
Beta 0.95 1.05 1.16
Alpha -2.02 -3.17 -1.26
R Squared 0.62 0.64 0.83
Std. Dev. 12.08 12.39 19.30
Sharpe 0.67 1.02 2.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Industrial Cyclical 26.00
Finance 20.84
Technology 13.18
Other 7.43
Non-Durable 6.02
Utilities 5.98
Consumer Durables 5.67
Health 4.63
Energy 4.17
Retail Trade 3.18
Services 2.90

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2017)
% of Portfolio Value (Mil$)
FIRST MERCHANTS CORP 3.81 42.64
BLACK HILLS 3.22 35.98
ORBOTECH LTD 3.17 35.45
IDACORP INC 2.76 30.90
FIRST INDUSTRIAL REALTY T 2.67 29.87
LITTELFUSE INC 2.47 27.67
COTT CORPORATION 2.20 24.65
PRIMORIS SERVICES CORP 2.20 24.58
MILACRON HOLDINGS CORP 1.95 21.86

Stock Holding % of Net Assets

As Of 8/31/2017
Total Issues 75
Avg. P/E 22.57
Avg. P/Book 2.56
Avg. EPS Growth 9.09
Avg. Market Value (Mil $) 3,301

Allocation

% of Portfolio
Large Growth 0.00
Large Value 20.06
Small Growth 17.27
Small Value 38.17
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 14.46
High Yield Bond 0.00