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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 113 Mid-Cap 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 32.68 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.5% |
| 1 Year | 32.7% |
| 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 mid-sized 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 Midcap® Value Index. The fund may invest in U.S. and foreign (including emerging market) companies. It normally invests at least 80% of its net assets in equity securities of mid-sized companies.
Fees
Fees are Average compared to funds in the same category.
Lord Abbett Calibrated Mid Cap Value Fund has an expense ratio of 1.54 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
