Dow Up 0.28% Nasdaq Up 0.07%

Lord Abbett Calibrated Mid Cap Value F (LVMFX)

19.00 Down 0.10(0.52%) Apr 29
Prev Close:19.00
YTD Return*:2.18%
Net Assets*:823.01M
Yield*:1.50%

* As of 31-Mar-16

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

Headlines

  • No Headlines available for LVMFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
IVZ2.31N/A
FITB2.26N/A
MTB2.18N/A
XL2.17N/A
WHR2.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:823.01M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.70%

Performance & Risk

YTD Return:2.18%
5y Avg Return:N/A
Rank in Category (ytd):54
% Rank in Category (ytd):11.16%
Beta (3y):1.04
Morningstar Risk Rating:3

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. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. The fund may invest in U.S. and foreign (including emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges and may be denominated in the U.S. dollar or other currencies. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback