3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 487 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.30 percent over the past year, 10.20 percent over the past three years, 16.69 percent over the past five years, and 6.67 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||16.7%|
|10 Years (Annualized)||6.7%|
The investment seeks current income and capital appreciation. The fund invests principally in equity securities of large and mid-sized companies that have a history of increasing dividends and that have the potential for capital appreciation. Its portfolio management team uses fundamental research and quantitative analysis to select the fund's 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 are Above Average compared to funds in the same category.
Lord Abbett Calibrated Dividend Growth Fund has an expense ratio of 1.60 percent.
Risk is Low compared to funds in the same category according to Morningstar.