Lord Abbett Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
2 2 2 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (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 3.28 3.28
Stocks 95.71 95.71
Bonds 0.0 0.0
Other 0.74 0.74
Foreign Bonds 0.0 0.0
Foreign Stocks 0.27 0.27
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Stifel Financial Corp SF -1.23 1.88
PacWest Bancorp PACW 3.58 1.86
Barnes Group Inc B 1.83 1.84
First Financial Holdings FFCH 75.61 1.79
Western Alliance Bancorp WAL 1.97 1.74
Oshkosh Corp OSK 13.42 1.73
Pebblebrook Hotel Trust PEB 22.59 1.57
Coherent Inc COHR -9.34 1.56
Umpqua Holdings Corp UMPQ -3.81 1.55
Mentor Graphics Corp MENT -8.64 1.51