Lord Abbett Calibrated Mid Cap Value Fund

U.S. News evaluated 109 Mid-Cap 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 25.25 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 25.2%
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 mid-sized 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 mid-sized 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 Midcap® Value Index.

Fees

Fees are Low compared to funds in the same category.
Lord Abbett Calibrated Mid Cap Value Fund has an expense ratio of 0.85 percent.

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Risk

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

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