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    Lord Abbett Calibrated Mid Cap Value R3 (LVMRX)

    22.19 Up 0.10(0.45%) Mar 2
    Prev Close:22.09
    YTD Return*:-1.53%
    Net Assets*:697.23M
    Yield*:1.02%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for LVMRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WHR2.493.81
    XL2.202.44
    KSS2.200.66
    CYH2.18-12.05
    SCG2.094.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:697.23M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:-1.53%
    5y Avg Return:N/A
    Rank in Category (ytd):10
    % Rank in Category (ytd):1.95%
    Beta (3y):1.03
    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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