Nasdaq - Delayed Quote USD
Lord Abbett Focused Small Cap Value R5 (LMVVX)
27.55
+0.54
+(2.00%)
As of 8:06:27 AM EDT. Market Open.
Fund Summary
Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.51% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -9.03% |
| 5y Average Return | 20.41% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LMVVX | Category Average | LMVVX | Category Average | LMVVX | Category Average | |
| Alpha | -10.04 | -0.12 | -7.17 | -0.08 | -5.34 | -0.07 |
| BETA | 1.14 | 0.01 | 1.29 | 0.01 | 1.23 | 0.01 |
| Mean Annual Return | 0.37 | 0.01 | 1.18 | 0.01 | 0.89 | 0.01 |
| R-squared | 70.99 | 0.78 | 66.98 | 0.72 | 66.22 | 0.73 |
| Standard Deviation | 22.8 | 0.28 | 27.81 | 0.23 | 22.97 | 0.2 |
| Sharpe Ratio | 0 | 0 | 0.41 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -2.22 | 0.06 | 6.2 | 0.09 | 5.16 | 0.08 |
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