Lord Abbett Calibrated Dividend Growth Fund

Scorecard
3 / 5 Stars
Lipper
2 1 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.63 percent over the past year, 12.57 percent over the past three years, 15.05 percent over the past five years, and 7.21 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.9%
1 Year 20.6%
3 Years (Annualized) 12.6%
5 Years (Annualized) 15.0%
10 Years (Annualized) 7.2%

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Summary

The investment seeks current income and capital appreciation. The fund invests principally in equity securities of companies in the S&P 900 Index. It focuses on large companies that have potential for long-term total return resulting from their earnings growth and willingness to consistently increase their dividends over time. The fund's portfolio management team uses fundamental research and quantitative analysis to select its investments, while seeking to maintain an investment portfolio with industry, sector, and capitalization weightings and other portfolio characteristics that generally are similar to those of the S&P 900 10-Year Dividend Growth Index.

Fees

Fees are Above Average compared to funds in the same category.
Lord Abbett Calibrated Dividend Growth Fund has an expense ratio of 1.60 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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