2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 216 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.29 percent over the past year, 10.11 percent over the past three years, 1.38 percent over the past five years, and 8.46 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||10.6%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||1.4%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term growth of capital by investing primarily in stocks of small companies. The fund invests principally in small company stocks, including both growth and value stocks. It uses quantitative research to identify small companies selling at the lower end of their historic valuation range, companies with positive earnings, and companies with growth prospects that are expected to exceed the growth rate of the U.S. economy. The fund invests at least 80% of its net assets in equity securities of small companies. In selecting investments, it may invest in U.S. and foreign (which may include emerging market) companies.
Fees are High compared to funds in the same category.
Lord Abbett Small Cap Blend Fund has an expense ratio of 2.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.