2 / 5 Stars
3 3 3 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#96 in Mid-Cap Blend
U.S. News evaluated 137 Mid-Cap 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 19.72 percent over the past year, 11.01 percent over the past three years, 21.79 percent over the past five years, and 7.32 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||3.1%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||21.8%|
|10 Years (Annualized)||7.3%|
The investment seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. To pursue its objective under normal market conditions, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. Securities of foreign companies may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts ("ADRs").
Fees are Low compared to funds in the same category.
Lord Abbett Mid Cap Stock Fund has an expense ratio of 1.11 percent.
Risk is Average compared to funds in the same category according to Morningstar.