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    Lord Abbett Calibrated Mid Cap Val R3 (LVMRX)

    21.48 Up 0.13(0.61%) Dec 19
    Prev Close:21.35
    YTD Return*:13.89%
    Net Assets*:682.62M
    Yield*:1.02%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for LVMRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KSS2.372.91
    WHR2.3219.66
    XL2.3112.66
    CI2.3018.22
    RE2.1413.34

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:682.62M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:13.89%
    5y Avg Return:N/A
    Rank in Category (ytd):7
    % Rank in Category (ytd):1.55%
    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. 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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