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

(MF) As of Feb 17, 2017 06:05 PM ET

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$22.36 USD

-0.02 (-0.09%)

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 Jan 31, 2017

Total Return %* Percentile Rank Objective
YTD -0.22 81
3 months 11.98 59
6 months 10.06 50
1 Year 27.78 51
3 Year 7.88 33
5 Year 10.72 68
10 Year 7.76 24

* 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 27.91
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 1/31/2017 389.78
%Turnover 1/31/2017 43.20

Risk

3 Year 5 Year 10 Year
Beta 1.07 1.05 1.15
Alpha -3.01 -3.36 0.49
R Squared 0.64 0.69 0.84
Std. Dev. 14.02 13.01 19.35
Sharpe 0.62 0.88 2.00

Sector / Country Weightings

As of 1/31/2017 % of Portfolio
Industrial Cyclical 23.52
Finance 21.03
Technology 19.57
Other 8.88
Energy 5.42
Non-Durable 5.39
Health 5.31
Utilities 3.97
Consumer Durables 2.77
Retail Trade 2.37
Services 1.77

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2016)
% of Portfolio Value (Mil$)
FIRST MERCHANTS CORP 3.19 39.92
CHEMICAL FINANCIAL CORP 3.00 37.54
ORBOTECH LTD 2.91 36.42
LITTELFUSE INC 2.54 31.77
HEALTHSOUTH CORP 2.26 28.21
AECOM TECHNOLOGY 2.16 26.98
MB FINANCIAL 2.12 26.56
IDACORP INC 2.11 26.45
EMCOR GROUP 2.05 25.64

Stock Holding % of Net Assets

As Of 11/30/2016
Total Issues 70
Avg. P/E 22.49
Avg. P/Book 2.50
Avg. EPS Growth 9.36
Avg. Market Value (Mil $) 3,254

Allocation

% of Portfolio
Large Growth 0.00
Large Value 13.94
Small Growth 23.27
Small Value 47.06
Foreign Stock 8.68
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00