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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 managers define 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+7.11% 3 years+25.58%
3 months-3.44% 5 years+14.87%
1 year+3.17% Since inception+9.50%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.87%+12.11%
Expense ratio1.78%1.37%
Risk 5 year sharpe ratio0.770.78
Net assets$136.1M$770.2M
Average market cap$794.6M$2.8B
Average P/E--26.9
Portfolio turnover208%208%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureMatthew DeCicco / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock91.50%
International stock2.91%
Fixed income1.28%
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
TWOU 2U Inc2.31%
IPHI Inphi Corp2.17%
INGN Inogen Inc2.16%
CALD Callidus Software Inc1.87%
CHUY Chuy's Holdings Inc1.82%
ATRC AtriCure Inc1.79%
ZLTQ ZELTIQ Aesthetics Inc1.72%
ZOES Zoe's Kitchen Inc1.72%
TXTR Textura Corp1.64%
ECOL US Ecology Inc1.56%