Lord Abbett Calibrated Large Cap Value

U.S. News evaluated 326 Large Value 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 22.45 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.5%
1 Year 22.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund invests principally in large, established companies that the fund's portfolio management team believes are undervalued. It normally invests at least 80% of its net assets in equity securities of large companies. The fund's portfolio management team uses fundamental research and quantitative analysis to select the fund's investments, while seeking to maintain an investment portfolio with overall industry and sector weightings generally similar to those of the Russell 1000® Value Index. It may invest in U.S. and foreign (including emerging market) companies.

Fees

Fees are Low compared to funds in the same category.
Lord Abbett Calibrated Large Cap Value has an expense ratio of 0.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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