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

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

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$21.03 USD

-0.33 (-1.55%)

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 Jul 31, 2017

Total Return %* Percentile Rank Objective
YTD 0.31 89
3 months -0.49 90
6 months 0.54 89
1 Year 10.66 89
3 Year 8.08 52
5 Year 11.89 70
10 Year 7.16 47

* 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 24.20
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2017 416.99
%Turnover 7/31/2017 43.74

Risk

3 Year 5 Year 10 Year
Beta 2.04 7.85 8.36
Alpha 9.23 14.17 12.50
R Squared 0.00 0.00 0.01
Std. Dev. 12.77 12.27 19.26
Sharpe 0.67 1.02 2.00

Sector / Country Weightings

As of 7/31/2017 % of Portfolio
Industrial Cyclical 25.67
Finance 22.50
Technology 15.08
Other 7.04
Non-Durable 6.37
Utilities 5.61
Energy 5.04
Health 3.72
Retail Trade 3.21
Services 3.00
Consumer Durables 2.76

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2017)
% of Portfolio Value (Mil$)
FIRST MERCHANTS CORP 3.67 43.10
BLACK HILLS 3.03 35.55
ORBOTECH LTD 2.71 31.83
IDACORP INC 2.58 30.32
CHEMICAL FINANCIAL CORP 2.42 28.47
FIRST INDUSTRIAL REALTY T 2.37 27.85
PRIMORIS SERVICES CORP 2.24 26.32
MA COM TECHNOLOGY SOLUTIO 2.06 24.19
LITTELFUSE INC 2.05 24.07

Stock Holding % of Net Assets

As Of 5/31/2017
Total Issues 73
Avg. P/E 22.82
Avg. P/Book 2.57
Avg. EPS Growth 9.14
Avg. Market Value (Mil $) 3,365

Allocation

% of Portfolio
Large Growth 0.00
Large Value 39.33
Small Growth 25.57
Small Value 26.55
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