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Lord Abbett Small Cap Value R2 (LRSQX)

10.97
+0.12
+(1.11%)
At close: 8:01:28 PM EDT
Loading Chart for LRSQX
  • Previous Close 10.85
  • YTD Return -9.28%
  • Expense Ratio 1.56%
  • Category Small Value
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 350.88M
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.11
  • Inception Date Mar 31, 2008

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

Lord Abbett

Fund Family

Small Value

Fund Category

350.88M

Net Assets

2008-03-31

Inception Date

Performance Overview: LRSQX

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Trailing returns as of 4/15/2025. Category is Small Value.

YTD Return

LRSQX
9.28%
Category
26.79%
 

1-Year Return

LRSQX
3.51%
Category
71.02%
 

3-Year Return

LRSQX
2.32%
Category
9.35%
 

5-Year Return

LRSQX
14.77%
Category
12.17%
 

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Holdings: LRSQX

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Sector Weightings

SectorLRSQX
Industrials   21.76%
Technology   11.55%
Energy   8.04%
Healthcare   6.76%
Real Estate   5.57%
Utilities   1.54%

Recent News: LRSQX

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Research Reports: LRSQX

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