Lord Abbett Calibrated Large Cap Value

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.6 0.6
Stocks 95.54 95.54
Bonds 0.0 0.0
Other 2.06 2.06
Foreign Bonds 0.0 0.0
Foreign Stocks 1.79 1.79
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM 0.43 4.41
Pfizer Inc PFE -0.1 4.16
Exxon Mobil Corporation XOM 1.46 3.24
Citigroup Inc C -8.89 2.89
Apple Inc AAPL 17.82 2.87
Chevron Corp CVX 6.16 2.43
Occidental Petroleum Corp OXY 9.61 2.36
SunTrust Banks Inc STI 9.81 2.21
Express Scripts ESRX -1.67 2.04
Bristol-Myers Squibb Company BMY -8.11 2.02

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