Nasdaq - Delayed Quote USD

Lord Abbett Mid Cap Stock R4 (LMCSX)

30.96
-1.92
(-5.84%)
As of 8:06:27 AM EDT. Market Open.

Top 10 Holdings (21.04% of Total Assets)

SymbolCompany% Assets
LH
Labcorp Holdings Inc. 2.31%
CMI
Cummins Inc. 2.30%
TPG
TPG Inc. 2.12%
CBRE
CBRE Group, Inc. 2.11%
SIMO
Silicon Motion Technology Corporation 2.06%
PR
Permian Resources Corporation 2.05%
ACGL
Arch Capital Group Ltd. 2.03%
COR
Cencora, Inc. 2.03%
ALLE
Allegion plc 2.02%
BJ
BJ's Wholesale Club Holdings, Inc. 2.01%

Sector Weightings

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

Overall Portfolio Composition (%)

Cash 0.00%
Stocks 100.00%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average LMCSX Category Average
Price/Earnings 0.05 20.5
Price/Book 0.37 2.22
Price/Sales 0.8 1.28
Price/Cashflow 0.09 10.83
Median Market Cap 14,916.45 13,028.86
3 Year Earnings Growth 13.58 1.56

Bond Holdings

Performance & Risk

YTD Return -2.26%
5y Average Return 18.21%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Lord Abbett
Net Assets 1.09B
YTD Return -3.83%
Yield 0.58%
Morningstar Rating
Inception Date Jun 28, 1983

Fund Summary

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.

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