Lord Abbett Affiliated R3
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Large Value | | Fund Family: | Lord Abbett | | Net Assets: | 14.90M | | Year-to-Date Return: | 17.83% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Sep-07 |
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Daniel H. Frascarelli
Lead Manager since
01-Jul-09 | | | Partner (2002) & Director (Large Cap Core Equity), joined the firm in 1990. Prior experience includes: Vice President and Analyst for Altman Brenner & Wasserman and Research Analyst for Cyrus J. Lawrence, Inc. Mr. Frascarelli earned his BS from Syracuse University, his MS in Engineering from Columbia University, and his MBA in Finance from New York University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1983 |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital and income. The fund primarily purchases equity securities of large, seasoned, U.S. and multinational companies that the advisor believes are undervalued. It normally invest at least 80% of its net assets in equity securities of large companies, which are companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index. |
| Last Dividend
(15-May-09):
| 0.00 | | Last Cap Gain
(20-Nov-07):
| 1.61 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | LAFRX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.20% Nasdaq 
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