Nasdaq - Delayed Quote USD

Lord Abbett Focused Small Cap Value C (LFVCX)

26.23
+0.51
+(1.98%)
As of 8:06:26 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -9.24%
5y Average Return 19.18%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 1, 2025) 26.28%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 26.28%
Worst 3Y Total Return 1.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LFVCX
Category
YTD
-4.20%
26.79%
1-Month
-5.53%
-1.77%
3-Month
-10.90%
4.45%
1-Year
4.40%
71.02%
3-Year
0.96%
9.35%
5-Year
9.55%
12.17%
10-Year
7.18%
9.95%
Last Bull Market
22.28%
28.07%
Last Bear Market
-16.70%
-24.24%

Annual Total Return (%) History

Year
LFVCX
Category
2024
9.37%
--
2023
12.70%
--
2022
-15.94%
--
2021
26.28%
--
2020
7.30%
4.02%
2019
--
21.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.12% -2.04% 6.99% 1.19%
2023 2.12% 3.88% -4.27% 10.98%
2022 -5.28% -16.70% -4.80% 11.91%
2021 19.07% 3.54% -3.48% 6.13%
2020 -42.35% 33.78% 0.58% 38.34%
2019 -3.54% 9.75% -- --

Rank in Category (By Total Return)

YTD 88
1-Month 79
3-Month 85
1-Year 73
3-Year 92
5-Year 86

Load Adjusted Returns

1-Year 3.41%
3-Year 0.96%
5-Year 9.55%
10-Year 7.18%

Performance & Risk

YTD Return -9.24%
5y Average Return 19.18%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Lord Abbett
Net Assets 94.92M
YTD Return -4.20%
Yield 0.00%
Morningstar Rating
Inception Date Jul 09, 1999

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value.

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