Lord Abbett Small Cap Value Fund Class A LRSCX

Morningstar Medalist Rating

Strategy

The investment seeks long-term capital appreciation. 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 20% 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.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
LRSFX
Lord Abbett Small Cap Value Fund Class FNo LoadOpen $2.30M1.060%Average$0−$305,015.54
LRSOX
Lord Abbett Small Cap Value Fund Class F3No LoadOpen $30.11M0.890%Below Average$0−$2.50M
LRSYX
Lord Abbett Small Cap Value Fund Class IInstitutionalOpen $161.02M0.960%Above Average$1M−$12.51M
LRSCX
Lord Abbett Small Cap Value Fund Class AFront LoadOpen $166.86M1.210%Average$1,000−$27.44M
LSRCX
Lord Abbett Small Cap Value Fund Class CLevel LoadOpen $1.78M1.960%Average$1,000−$548,786.49
LRSPX
Lord Abbett Small Cap Value Fund Class PLevel LoadLimited $8.24M1.410%Low$0−$703,800.26
LRSVX
Lord Abbett Small Cap Value Fund Class R6Retirement, LargeOpen $10.09M0.890%Above Average$0$2.26M
LRSTX
Lord Abbett Small Cap Value Fund Class R5Retirement, LargeOpen $731,122.000.960%High$0−$4,721.77
LRSRX
Lord Abbett Small Cap Value Fund Class R3Retirement, MediumOpen $2.70M1.460%Above Average$0−$633,613.82
LRSSX
Lord Abbett Small Cap Value Fund Class R4Retirement, MediumOpen $454,647.001.210%Low$0−$110,828.69
LRSQX
Lord Abbett Small Cap Value Fund Class R2Retirement, SmallOpen $924,716.001.560%Average$0−$45,658.89

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