Lord Abbett Small Cap Value Fund Class R4 LRSSX
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
LRSFX
| Lord Abbett Small Cap Value Fund Class F | No Load | Open | $2.30M | 1.060% | Average | $0 | −$305,015.54 | |||
LRSOX
| Lord Abbett Small Cap Value Fund Class F3 | No Load | Open | $30.11M | 0.890% | Below Average | $0 | −$2.50M | |||
LRSYX
| Lord Abbett Small Cap Value Fund Class I | Institutional | Open | $161.02M | 0.960% | Above Average | $1M | −$12.51M | |||
LRSCX
| Lord Abbett Small Cap Value Fund Class A | Front Load | Open | $166.86M | 1.210% | Average | $1,000 | −$27.44M | |||
LSRCX
| Lord Abbett Small Cap Value Fund Class C | Level Load | Open | $1.78M | 1.960% | Average | $1,000 | −$548,786.49 | |||
LRSPX
| Lord Abbett Small Cap Value Fund Class P | Level Load | Limited | $8.24M | 1.410% | Low | $0 | −$703,800.26 | |||
LRSVX
| Lord Abbett Small Cap Value Fund Class R6 | Retirement, Large | Open | $10.09M | 0.890% | Above Average | $0 | $2.26M | |||
LRSTX
| Lord Abbett Small Cap Value Fund Class R5 | Retirement, Large | Open | $731,122.00 | 0.960% | High | $0 | −$4,721.77 | |||
LRSRX
| Lord Abbett Small Cap Value Fund Class R3 | Retirement, Medium | Open | $2.70M | 1.460% | Above Average | $0 | −$633,613.82 | |||
LRSSX
| Lord Abbett Small Cap Value Fund Class R4 | Retirement, Medium | Open | $454,647.00 | 1.210% | Low | $0 | −$110,828.69 | |||
LRSQX
| Lord Abbett Small Cap Value Fund Class R2 | Retirement, Small | Open | $924,716.00 | 1.560% | Average | $0 | −$45,658.89 |