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Lord Abbett Calibrated Mid Cap Val C (LVMCX)

22.36 Up 0.13(0.58%) Sep 16
Prev Close:22.36
YTD Return*:10.74%
Net Assets*:650.03M
Yield*:0.61%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for LVMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WHR2.32-0.86
XL2.298.42
STJ2.286.73
RKT2.10-3.14
CF2.0711.58

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:650.03M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.58%

Performance & Risk

YTD Return:10.74%
5y Avg Return:N/A
Rank in Category (ytd):21
% Rank in Category (ytd):4.74%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks total return. The fund invests principally in mid-sized companies that the fund's portfolio management team believes are undervalued. It normally invests at least 80% of its net assets in equity securities of mid-sized companies. The fund's portfolio management team uses fundamental research and quantitative analysis to select the fund's investments, while seeking to maintain an investment portfolio with overall industry and sector weightings generally similar to those of the Russell Midcap® Value Index. View More
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