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
Sector Weightings
SectorLMCSX
Financial Services 20.68%
Industrials 17.85%
Technology 16.38%
Healthcare 12.86%
Consumer Cyclical 7.31%
Utilities 6.14%
Energy 5.92%
Basic Materials 5.81%
Consumer Defensive 3.56%
Real Estate 3.50%
Communication Services 0.00%
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
Bond Holdings Information Not Available
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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