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Lord Abbett Value Opportunities Fund Class C (LVOCX)

17.59
Net Asset Value
+2.57%
1 Day
-3.51%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.92%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 65% of its net assets in equity securities of small and mid-sized companies. The remainder of the fund's assets may be invested in companies of any size. The fund may change this policy at any time. The fund attempts to invest in companies the investment team believes have been undervalued by the market and whose securities are selling at reasonable prices in relation to an assessment of their potential or intrinsic value.

Performance

1 month-5.18% 3 years+14.12%
3 months-6.98% 5 years+13.12%
1 year-0.37% Since inception+10.62%
Data through --

Peer Comparisonvs. Mid-cap blend

 LVOCXCategory
Performance 5-yr return+13.12%+15.90%
Expense ratio1.92%1.19%
Risk 5 year sharpe ratio0.921.02
Net assets$3.0B$1.7B
Average market cap$5.4B$7.1B
Average P/E21.919.0
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyLord Abbett
Fund manager & tenureThomas Maher / 9 Years
Minimal initial investment$1,500.00
Minimum IRA investment$1,500.00

Holdings

U.S. stock98.03%
Fixed income1.39%
Cash0.59%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HCC HCC Insurance Holdings Inc2.76%
SBNY Signature Bank2.35%
EWBC East West Bancorp Inc1.97%
JAH Jarden Corp1.97%
AKAM Akamai Technologies Inc1.86%
LRCX Lam Research Corp1.82%
MMS Maximus Inc1.69%
R Ryder System Inc1.69%
SHOO Steven Madden Ltd1.68%
MRVL Marvell Technology Group Ltd1.67%

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