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

(MF) As of Aug 30, 2016 06:05 PM ET

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$23.23 USD

+0.02 (0.09%)

Zacks MF Rank [?]: 2-Buy   2      

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, 2016

Total Return %* Percentile Rank Objective
YTD 9.17 25
3 months 6.96 43
6 months 16.09 50
1 Year 4.38 14
3 Year 7.10 32
5 Year 8.78 60
10 Year 7.77 33

* 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 [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 24.16
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2016 389.78
%Turnover 7/31/2016 43.20

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.21 1.14
Alpha -3.55 -6.16 -0.27
R Squared 0.70 0.79 0.84
Std. Dev. 13.49 16.42 19.11
Sharpe 0.59 0.62 2.00

Sector / Country Weightings

As of 7/31/2016 % of Portfolio
Finance 23.92
Industrial Cyclical 22.06
Technology 16.71
Other 6.80
Health 6.23
Non-Durable 6.11
Energy 5.62
Utilities 4.54
Retail Trade 3.68
Services 2.50
Consumer Durables 1.83

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2016)
% of Portfolio Value (Mil$)
PRIVATEBANCORP INC 2.90 33.86
IDACORP INC 2.53 29.54
SOUTH STATE CORPORATION 2.45 28.64
FIRST INDUSTRIAL REALTY T 2.38 27.80
AECOM TECHNOLOGY 2.34 27.28
LITTELFUSE INC 2.32 27.03
HEALTHSOUTH CORP 2.28 26.62
STERIS PLC 2.28 26.58
RENASANT CORP 2.15 25.03

Stock Holding % of Net Assets

As Of 5/31/2016
Total Issues 69
Avg. P/E 23.13
Avg. P/Book 2.59
Avg. EPS Growth 8.68
Avg. Market Value (Mil $) 3,010

Allocation

% of Portfolio
Large Growth 0.00
Large Value 28.72
Small Growth 15.25
Small Value 32.68
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 17.20
Foreign Bond 0.00
High Yield Bond 0.00