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Lord Abbett Focused Small Cap Value C (LFVCX)

28.39 +0.27 (+0.96%)
At close: 8:05 AM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Northwestern Mutual Investment Services, Llc
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Fidelity Advisor 401(k) A Shares
  • NM WMC
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Small Value
Fund Family Lord Abbett
Net Assets 104.58M
YTD Return -3.84%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2019

Performance & Risk

YTD Return 2.86%
5y Average Return 0.00%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

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