Lord Abbett Global Allocation A
90 Hudson Street Jersey City NJ 07302
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Phone: 888-522-2388
| Category: | World Stock | | Fund Family: | Lord Abbett | | Net Assets: | 71.55M | | Year-to-Date Return: | 33.32% | | Yield: | 3.42% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-88 |
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Harold E. Sharon
Lead Manager since
30-Dec-04 | | | Sharon joined Lord Abbett in 2003 from the consulting industry where he worked with various financial and venture capital companies. His prior experience includes: Managing Director/Partner/Head of International Equity Group at Warburg Pincus Asset Management/CSAM; Executive Director, Hedge Fund Group at Oppenheimer; Vice President, Investment Officer at Credit Suisse Asset Management; and Associate/Intern at Batterymarch Financial Management. He has been in the investment business since 1983. |
| 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 total return. The fund allocates assets to domestic and foreign equity securities and fixed income securities by investing in a weighted combination of other funds. It generally invests principally in underlying funds that primarily invest in the securities of corporate and governmental issuers located in North and South America, Europe, Australia and the Far East. The fund normally invests a significant amount of net assets in underlying funds that invest substantially in equity or fixed income securities of companies organized or located outside the United States or doing a substantial amount of business outside the United States. |
| Last Dividend
(30-Sep-09):
| 0.09 | | Last Cap Gain
(27-Jun-08):
| 0.19 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 78.70% |
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| Expense | LAGEX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.50% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ 1,252 | $712 | | 5 Yr Expense Projection*: |
$ 1,751 | $1,102 | | 10 Yr Expense Projection*: |
$ 3,117 | $2,213 |
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