Nasdaq - Delayed Quote • USD
Lord Abbett Value Opportunities C (LVOCX)
As of 8:06 AM EDT. Market Open.
Fund Summary
The fund normally invests at least 65% of its net assets in equity securities of small and mid-sized companies. Small and mid-sized companies are defined as companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2500™ Index. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 4.56% |
| 5y Average Return | 7.46% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LVOCX | Category Average | LVOCX | Category Average | LVOCX | Category Average | |
| Alpha | -6.96 | -0.06 | -5.25 | -0.05 | -5.67 | -0.04 |
| BETA | 0.99 | 0.01 | 1.03 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.91 | 0.01 | 0.66 | 0.01 |
| R-squared | 85.27 | 0.88 | 85.38 | 0.85 | 84.14 | 0.84 |
| Standard Deviation | 18.85 | 0.23 | 20.43 | 0.19 | 16.84 | 0.17 |
| Sharpe Ratio | 0.13 | 0.01 | 0.43 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | 0.75 | 0.11 | 6.84 | 0.11 | 5.16 | 0.1 |
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