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Lord Abbett Mid Cap Stock R4 (LMCSX)

30.96
-1.92
(-5.84%)
At close: 8:01:27 PM EDT
Loading Chart for LMCSX
  • Previous Close 32.88
  • YTD Return 1.22%
  • Expense Ratio 1.03%
  • Category Mid-Cap Value
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.16B
  • Beta (5Y Monthly) 1.00
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.20
  • Inception Date Apr 4, 2017

The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. It may invest up to 10% of its net assets in foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"), and other similar depositary receipts. The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

Lord Abbett

Fund Family

Mid-Cap Value

Fund Category

1.16B

Net Assets

2017-04-04

Inception Date

Performance Overview: LMCSX

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Trailing returns as of 4/1/2025. Category is Mid-Cap Value.

YTD Return

LMCSX
1.22%
Category
21.28%
 

1-Year Return

LMCSX
10.20%
Category
55.83%
 

3-Year Return

LMCSX
7.68%
Category
11.08%
 

5-Year Return

LMCSX
12.53%
Category
11.93%
 

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Holdings: LMCSX

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Sector Weightings

SectorLMCSX
Industrials   17.85%
Technology   16.38%
Healthcare   12.86%
Utilities   6.14%
Energy   5.92%
Real Estate   3.50%

Recent News: LMCSX

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Research Reports: LMCSX

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