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.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.26% |
| 5y Average Return | 18.21% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 2, 2025) | 28.90% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 28.90% |
| Worst 3Y Total Return | 2.18% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMCSX
Category
- YTD
- -3.83%
- 21.28%
- 1-Month
- -4.99%
- -1.96%
- 3-Month
- -3.83%
- 4.90%
- 1-Year
- -0.56%
- 55.83%
- 3-Year
- 5.62%
- 11.08%
- 5-Year
- 16.69%
- 11.93%
- 10-Year
- 6.28%
- 10.64%
- Last Bull Market
- 17.09%
- 25.54%
- Last Bear Market
- -14.22%
- -22.08%
Annual Total Return (%) History
Year
LMCSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.83% | -- | -- | -- |
| 2024 | 11.24% | -3.99% | 8.83% | -1.04% |
| 2023 | 1.57% | 4.81% | -2.48% | 11.29% |
| 2022 | -3.56% | -14.22% | -4.41% | 12.44% |
| 2021 | 13.97% | 4.25% | -0.29% | 8.81% |
| 2020 | -30.46% | 20.23% | -0.04% | 22.89% |
| 2019 | 13.41% | 1.44% | 1.39% | 5.42% |
| 2018 | -1.75% | 1.02% | 4.07% | -17.27% |
| 2017 | 2.55% | 1.57% | 0.10% | 2.67% |
| 2016 | 1.90% | 3.73% | 4.26% | 5.82% |
| 2015 | -8.31% | 2.94% | -- | -- |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 87 |
| 3-Month | 80 |
| 1-Year | 66 |
| 3-Year | 33 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | -0.56% |
| 3-Year | 5.62% |
| 5-Year | 16.69% |
| 10-Year | 6.28% |
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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