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.

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.

Lord Abbett Mid Cap Stock R4

Jersey City NJ 07302
90 Hudson Street 11th Floor

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 Operations

Last Dividend 0.20
Last Cap Gain 23.00
Holdings Turnover 53.00%
Average for Category --

Fees & Expenses

Expense LMCSX Category Average
Annual Report Expense Ratio (net) 1.03% 1.01%
Prospectus Net Expense Ratio 1.03% --
Prospectus Gross Expense Ratio 1.03% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Jeff D. Diamond, Lead Manager since June 25, 2008
Mr. Diamond, portfolio manager, joined Lord Abbett in 2007 as a research analyst for the mid cap value equity strategy. His prior experience includes: Managing Director at Axia Capital Management, LLC; Senior Vice President, Portfolio Manager at Franklin Mutual Advisers; Vice President, Assistant Portfolio Manager at Prudential Mutual Funds; and Vice President, Financial Restructuring, at Prudential Capital Group. Mr. Diamond received a BS from Cornell University and an MBA from Columbia University. He is a holder of a Chartered Financial Analyst designation and has been in the investment business since 1987.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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