Lord Abbett Large-Cap Value A 90 Hudson Street 11th Floor Jersey City NJ 07302 Map
Phone: 888-522-2388
| Category: | Large Value | | Fund Family: | Lord Abbett | | Net Assets: | 28.54M | | Year-to-Date Return: | 18.50% | | Yield: | 0.64% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-03 |
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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: | $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 to achieve capital appreciation. The fund may invest 80% of assets primarily in equity securities of companies with market capitalization of at least $5 billion. The fund may invest in common stock, preferred stocks, convertible securities, and warrants. |
| Last Dividend
(24-Nov-09):
| 0.06 | | Last Cap Gain
(20-Nov-07):
| 2.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | LALAX | Category Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 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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