| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
4
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
Fund Holdings
Like other small-cap value funds, the Lord Abbett Small-Cap Value fund is weighted strongly toward financial and industrial materials companies.
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.99 | 1.99 |
| Stocks | 98.01 | 98.01 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Ryder System Inc | R | 14.14 | 1.53 |
| TAL International Group, Inc. | TAL | 10.72 | 1.38 |
| Team Health Holdings Inc | TMH | 26.76 | 1.35 |
| EMCOR Group, Inc. | EME | 4.48 | 1.3 |
| Chicago Bridge & Iron Company | CBI | 12.92 | 1.3 |
| Reliance Steel and Aluminum | RS | 2.91 | 1.2 |
| URS Corporation | URS | 11.33 | 1.16 |
| Signature Bank | SBNY | -0.18 | 1.15 |
| Koppers Holdings, Inc. | KOP | 9.46 | 1.13 |
| Community Health Systems Inc | CYH | 45.48 | 1.13 |
