Lord Abbett Micro Cap Value Fund

Class Inst (LMVYX)

U.S. News evaluated 227 Small Blend 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 27.29 percent over the past year, 12.96 percent over the past three years, 24.91 percent over the past five years, and 10.53 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -1.8%
1 Year 27.3%
3 Years (Annualized) 13.0%
5 Years (Annualized) 24.9%
10 Years (Annualized) 10.5%

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Summary

The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-cap companies. The fund seeks to invest in micro-cap companies that appear to be undervalued and that appear to have good prospects for improvement in earnings trends, asset values, or other positive attributes. The fund evaluates companies based on an analysis of their financial statements, products and operations, market sectors and interviews with management.

Fees

Fees are Above Average compared to funds in the same category.
Lord Abbett Micro Cap Value Fund has an expense ratio of 1.78 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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