Lord Abbett Capital Structure B
90 Hudson Street 11th Floor Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Moderate Allocation | | Fund Family: | Lord Abbett | | Net Assets: | 54.00M | | Year-to-Date Return: | 19.57% | | Yield: | 3.06% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Dec-01 |
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Christopher J. Towle
Lead Manager since
27-Dec-01 | | | Mr. Towle joined Lord Abbett in 1987. He came to the firm from the American International Group where he held the position of Assistant Vice President and Portfolio Manager. Prior to that he worked as an Investment Officer and Analyst for Savings Bank Trust Company and a Senior Securities Trader for the Union Trust Company. Mr. Towle received his BA in economics from Rutgers University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1980. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and capital appreciation. The fund normally invests at least 50% of net assets in equity securities and may invest the remaining assets in equity or fixed income securities. It normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity and fixed income securities issued by companies organized in or maintaining their principal place of business in the United States, or whose securities are traded primarily in the United States. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(18-Dec-07):
| 0.54 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | LAMBX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.83% Nasdaq 
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