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| 24.46 Net Asset Value | -0.33% 1 Day | +1.20% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 0.93% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.57% | 3 years | +7.33% | |
| 3 months | -3.43% | 5 years | +10.26% | |
| 1 year | +7.59% | Since inception | +10.43% |
| LRSYX | Category | |
|---|---|---|
| Performance 5-yr return | +10.26% | +10.29% |
| Expense ratio | 0.93% | 1.19% |
| Risk 5 year sharpe ratio | 0.71 | 0.78 |
| Net assets | $1.1B | $1.0B |
| Average market cap | $3.0B | $2.9B |
| Average P/E | 23.6 | 20.2 |
| Portfolio turnover | 56% | 56% |
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 / 4 Years |
| Minimal initial investment | $1,000,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 98.53% |
| International stock | 1.47% |
| Fixed income | 0.00% |
| 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% |
| FRME First Merchants Corp | 2.64% |
| FLIR FLIR Systems Inc | 2.49% |
| WAL Western Alliance Bancorp | 2.30% |
| LFUS Littelfuse Inc | 2.29% |
| -- | 2.26% |
| CSFL Centerstate Bank Corp | 2.26% |
| FHN First Horizon National Corp | 2.22% |
| FR First Industrial Realty Trust Inc | 2.21% |
| TDY Teledyne Technologies Inc | 2.19% |
| RS Reliance Steel & Aluminum Co | 2.18% |
