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    Lord Abbett Calibrated Mid Cap Value F (LVMFX)

    19.79 Down 0.32(1.59%) Sep 4
    Prev Close:20.11
    YTD Return*:-4.86%
    Net Assets*:1.02B
    Yield*:1.31%

    * As of 31-Aug-15

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

    Headlines

    • No Headlines available for LVMFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    FITB2.51N/A
    XL2.37N/A
    IVZ2.37N/A
    WHR2.24N/A
    HIG2.10N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.02B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.70%

    Performance & Risk

    YTD Return:-4.86%
    5y Avg Return:N/A
    Rank in Category (ytd):68
    % Rank in Category (ytd):13.28%
    Beta (3y):0.98
    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
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