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Lord Abbett Small Cap Value Fund Class R2 (LRSQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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 in U.S. companies and may invest up to 10% of its net assets in foreign companies- including emerging market companies and American Depositary Receipts ("ADRs"). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.


1 month+2.63% 3 years+10.18%
3 months+6.29% 5 years+10.63%
1 year+9.96% Since inception+8.18%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+10.63%+12.99%
Expense ratio1.52%1.20%
Risk 5 year sharpe ratio0.890.96
Net assets$1.1B$1.0B
Average market cap$3.1B$3.3B
Average P/E25.922.3
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureThomas Maher / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.73%
International stock2.27%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 25.42%
Financial service 17.10%
Business service 16.21%
Consumer service 11.55%
Healthcare 10.00%
Top 10 Holdings
Portfolio weighting
IDA Idacorp Inc2.88%
FR First Industrial Realty Trust Inc2.75%
FRME First Merchants Corp2.67%
CDEV Centennial Resource Development Inc2.49%
-- 2.44%
ORBK Orbotech Ltd2.27%
TDY Teledyne Technologies Inc2.24%
WAL Western Alliance Bancorp2.09%
FHN First Horizon National Corp2.07%
LFUS Littelfuse Inc2.05%