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3 / 5 Stars
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Lipper
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Zacks Investment Research
4
(Sell)
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 218 Small Blend 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 15.46 percent over the past year, 9.25 percent over the past three years, 5.45 percent over the past five years, and 13.08 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.6% |
| 1 Year | 15.5% |
| 3 Years (Annualized) | 9.2% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 13.1% |
Summary
The investment seeks long-term capital appreciation. 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. It 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 may invest in U.S. and foreign 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
Fees are Above Average compared to funds in the same category.
Lord Abbett Micro Cap Value Fund has an expense ratio of 1.80 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
