Lord Abbett Mid-Cap Value B
90 Hudson Street 11th Floor Jersey City NJ 07302
Map
Phone: 800-201-6984
| Category: | Mid-Cap Value | | Fund Family: | Lord Abbett | | Net Assets: | 217.93M | | Year-to-Date Return: | 19.21% | | Yield: | 1.36% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-97 |
|
Jeff Diamond
Lead Manager since
25-Jun-08 | | | Diamond joined Lord Abbett in 2007. He was formerly a Managing Director at Axia Capital Management, LLC (2004?2006). Prior to 2004, Diamond served as a Senior Vice President/Portfolio Manager at Franklin Mutual Advisers. He holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of mid-sized companies within the market capitalization range of companies in the Russell Midcap index. It may invest in common stocks, convertible bonds, convertible preferred stocks and warrants. |
| Last Dividend
(23-Dec-08):
| 0.16 | | Last Cap Gain
(5-Feb-08):
| 0.82 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 92.67% |
|
| Expense | LMCBX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
|
|
0.03% Nasdaq 
0.02 (0.16%) 
Profile
