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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#328 in Large Blend
U.S. News evaluated 485 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 24.63 percent over the past year, 12.07 percent over the past three years, 11.74 percent over the past five years, and 6.81 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||22.9%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||11.7%|
|10 Years (Annualized)||6.8%|
The investment seeks growth of capital and growth of income consistent with reasonable risk. To pursue its objective, under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large, seasoned, U.S. and multinational companies. It uses a "blend" strategy to invest in both growth and value stocks, or in stocks with characteristics of both. The fund may invest in U.S. and foreign (which may include emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges and may include American Depositary Receipts ("ADRs").
Fees are Above Average compared to funds in the same category.
Lord Abbett Classic Stock Fund has an expense ratio of 0.98 percent.
Risk is Average compared to funds in the same category according to Morningstar.