Lord Abbett Calibrated Dividend Growth Fund

Scorecard
3 / 5 Stars
Lipper
2 1 5 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

The fund has returned 19.42 percent over the past year, 11.30 percent over the past three years, 17.83 percent over the past five years, and 7.73 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -0.4%
1 Year 19.4%
3 Years (Annualized) 11.3%
5 Years (Annualized) 17.8%
10 Years (Annualized) 7.7%

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Summary

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

Fees are Average compared to funds in the same category.
Lord Abbett Calibrated Dividend Growth Fund has an expense ratio of 0.60 percent.

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Risk

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

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