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Lord Abbett Research Fund, Inc. - Small-cap Series - A Shares: (MF: LRSCX)

(NASDAQ Mutual Funds) As of Apr 24, 2018 08:15 PM ET

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$20.64 USD

-0.01 (-0.05%)

Zacks MF Rank 4-Sell       4  

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 Mar 31, 2018

Total Return %* Percentile Rank Objective
YTD -1.27 63
3 months -1.27 63
6 months 2.63 60
1 Year 4.50 89
3 Year 6.10 69
5 Year 8.42 81
10 Year 8.15 75

* 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 Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 27.65
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 3/31/2018 385.54
%Turnover 3/31/2018 56.00

Risk

3 Year 5 Year 10 Year
Beta 0.94 0.98 1.15
Alpha -3.43 -3.85 -2.01
R Squared 0.63 0.62 0.82
Std. Dev. 12.03 12.28 19.15
Sharpe 0.52 0.72 2.00

Sector / Country Weightings

As of 3/31/2018 % of Portfolio
Industrial Cyclical 26.85
Finance 17.93
Technology 11.92
Other 9.61
Consumer Durables 8.45
Non-Durable 7.03
Health 4.64
Energy 3.83
Retail Trade 3.74
Utilities 3.07
Services 2.93

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2017)
% of Portfolio Value (Mil$)
IDACORP INC 2.83 32.85
FIRST INDUSTRIAL REALTY T 2.70 31.39
FIRST MERCHANTS CORP 2.62 30.41
CENTENNIAL RESEARCH DEVT 2.45 28.45
COTT CORPORATION 2.40 27.88
ORBOTECH LTD 2.23 25.86
TELEDYNE TECHNOLOGIES INC 2.20 25.57
WESTERN ALLIANCE BANCORP 2.06 23.88
FIRST HORIZON NATIONAL CO 2.03 23.60

Stock Holding % of Net Assets

As Of 11/30/2017
Total Issues 73
Avg. P/E 22.82
Avg. P/Book 2.86
Avg. EPS Growth 9.68
Avg. Market Value (Mil $) 3,793

Allocation

% of Portfolio
Large Growth 0.00
Large Value 14.95
Small Growth 22.10
Small Value 39.73
Foreign Stock 5.13
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 13.54