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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.00 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 22.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund invests principally in large, established companies that the fund's portfolio management team believes are undervalued. Its 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. The fund may invest in U.S. and foreign (including emerging market) companies. Foreign companies may be traded on U.S. or non-U.S. securities exchanges and may be denominated in the U.S. dollar or other currencies.
Fees
Fees are Low compared to funds in the same category.
Lord Abbett Calibrated Large Cap Value has an expense ratio of 1.06 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
