Nasdaq - Delayed Quote USD

Lord Abbett Focused Small Cap Value F (LFSFX)

31.57 -0.17 (-0.54%)
At close: 8:05 AM EDT
Loading Chart for LFSFX
DELL
  • Previous Close 31.74
  • YTD Return 8.88%
  • Expense Ratio 1.03%
  • Category Small Value
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 102.69M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.12
  • Inception Date Jul 9, 1999

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.

Lord Abbett

Fund Family

Small Value

Fund Category

102.69M

Net Assets

1999-07-09

Inception Date

Performance Overview: LFSFX

View More

Trailing returns as of 10/15/2024. Category is Small Value.

YTD Return

LFSFX
8.88%
Category
26.79%
?

1-Year Return

LFSFX
21.16%
Category
71.02%
?

3-Year Return

LFSFX
3.84%
Category
9.35%
?

5-Year Return

LFSFX
9.90%
Category
12.17%
?

People Also Watch

Holdings: LFSFX

View More

Top 10 Holdings (29.43% of Total Assets)

SymbolCompany% Assets
DRS
Leonardo DRS, Inc. 3.29%
BRC
Brady Corporation 3.18%
BDC
Belden Inc. 3.10%
AVNT
Avient Corporation 3.08%
CRTO
Criteo S.A. 3.06%
AEIS
Advanced Energy Industries, Inc. 2.95%
WTM
White Mountains Insurance Group, Ltd. 2.75%
PB
Prosperity Bancshares, Inc. 2.72%
BC
Brunswick Corporation 2.66%
TBBK
The Bancorp, Inc. 2.64%

Sector Weightings

Recent News: LFSFX

View More

Research Reports: LFSFX

View More

Top Mutual Funds