Dow Up 0.25% Nasdaq Up 0.65%

Lord Abbett Small Cap Value I (LRSYX)

24.74 Up 0.23(0.94%) May 27
Prev Close:24.51
YTD Return*:2.11%
Net Assets*:1.17B
Yield*:N/A

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LRSYX at this time.

Top Holdings

Symbol% AssetsYTD Return %
IDA3.07N/A
RNR2.70N/A
LFUS2.54N/A
PVTB2.47N/A
ACM2.38N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.17B
Category:Small Blend
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:2.11%
5y Avg Return:5.75%
Rank in Category (ytd):42
% Rank in Category (ytd):5.02%
Beta (3y):1.00
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. The fund may invest in U.S. and foreign (including emerging market) companies. Securities of foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts ("ADRs"). View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback