|
|
| 36.71 Net Asset Value | -0.05% 1 Day | +1.55% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 0.93% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +6.75% | 3 years | +11.32% | |
| 3 months | +4.13% | 5 years | +26.94% | |
| 1 year | +23.41% | Since inception | +11.51% |
| LRSYX | Category | |
|---|---|---|
| Performance 5-yr return | +26.94% | +20.34% |
| Expense ratio | 0.93% | 1.30% |
| Risk 5 year sharpe ratio | 1.17 | 1.32 |
| Net assets | $3.1B | $898.8M |
| Average market cap | $2.3B | $2.5B |
| Average P/E | 21.6 | 18.8 |
| Portfolio turnover | 71% | 71% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Lord Abbett |
| Fund manager & tenure | Thomas Maher / 0 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 97.60% |
| International stock | 1.82% |
| Fixed income | 0.58% |
| Cash | 0.00% |
| Other | 0.00% |
| Industrial materials | 25.42% |
| Financial service | 17.10% |
| Business service | 16.21% |
| Consumer service | 11.55% |
| Healthcare | 10.00% |
| MENT Mentor Graphics Corporation | 1.92% |
| PACW PacWest Bancorp | 1.88% |
| -- First Financial Holdings Inc | 1.84% |
| B Barnes Group, Inc. | 1.77% |
| SF Stifel Financial Corp. | 1.75% |
| OSK Oshkosh Corporation | 1.64% |
| WAL Western Alliance Bancorporation | 1.63% |
| AWH Allied World Assurance Company Holdings AG | 1.58% |
| COHR Coherent, Inc. | 1.51% |
| ALOG Analogic Corporation | 1.50% |
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