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Lord Abbett Micro Cap Growth Fund Class I (LMIYX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. To pursue its objective- the fund normally invests at least 80% of its net assets- plus the amount of any borrowings for investment purposes- in equity securities of micro-cap companies. For purposes of the policy- the manager defines a micro-cap company as a company having a market capitalization at the time of purchase that is under $1 billion or falls within the market capitalization range of companies in the Russell Microcap-® Index.


1 month-3.59% 3 years+10.36%
3 months+7.98% 5 years+20.68%
1 year+23.74% Since inception+10.32%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+20.68%+13.02%
Expense ratio1.67%1.29%
Risk 5 year sharpe ratio1.021.02
Net assets$138.7M$1.0B
Average market cap$1.0B$3.8B
Average P/E--29.4
Portfolio turnover161%161%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureMatthew DeCicco / 14 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock92.55%
International stock5.19%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 22.76%
Hardware 20.42%
Business service 11.36%
Industrial materials 8.72%
Telecommunication 7.47%
Top 10 Holdings
Portfolio weighting
NVEE NV5 Global Inc2.85%
IMMU Immunomedics Inc2.64%
DVAX Dynavax Technologies Corp2.63%
IRTC Irhythm Technologies Inc2.62%
CTRL Control4 Corp2.57%
FIVN Five9 Inc2.43%
MBUU Malibu Boats Inc2.30%
TLND Talend SA2.25%
CRCM Care.com Inc2.15%
LGIH LGI Homes Inc2.14%