Lord Abbett Mid Cap Stock Fund Class A

 (MUTF:LAVLX)   Watch this mutual fund  
Find more results for LAVLX

Performance

Trailing returns

1 day
   
-0.76%  
1 week
   
-0.46%  
4 week   +0.53%
   
3 month   +2.17%
   
YTD   +4.98%
   
1 year   +5.02%
   
3 years*   +6.95%
   
5 years*   +11.83%
   
*annualized
Best 3 month return+23.12%  
Worst 3 month return-33.09%  

Morningstar statistics

Morningstar category: Mid-Cap Value
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.08B 
Front load5.75%  
Deferred load-  
Expense ratio0.97%  
Management fee-  
Fund familyLord Abbett 

Asset allocation

Cash0.00%  
Stocks100.00%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
IRA Initial$1,000  
AIP Initial$250  
AIP Additional$50  
29.58+0.26(0.89%)
Dec 14, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation through investments, primarily in equity securities, which are believed to be undervalued in the marketplace. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of mid-sized companies. It may invest up to 10% of its net assets in foreign companies, including emerging market companies and American Depositary Receipts ("ADRs"). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.
Fund filings (PDF) »
Asset managers:
Noah Petrucci (Started: Dec 31, 2012)
Jeff Diamond (Started: Jun 25, 2008)
Advisor Company:
Lord, Abbett & Co LLC
Fund family reports on Morningstar »
Lord Abbett, 90 Hudson Street, Jersey City NJ 7302, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -9.24 -3.68 -3.42 -2.38
Beta* 0.83 0.97 1.04 1.10
Mean annual return 0.68 0.57 1.02 0.64
R-squared* 51.44 81.78 83.97 91.18
Standard deviation 4.50 10.77 10.74 17.36
Sharpe ratio 1.62 0.60 1.12 0.42
* Against standard index

Top 10 holdings

Security Net Assets  
Newell Brands Inc (NWL) 2.70%  
Molson Coors Brewing Co B (TAP) 2.24%  
Kansas City Southern (KSU) 2.20%  
XL Group Ltd (XL) 2.20%  
KeyCorp (KEY) 2.14%  
FirstEnergy Corp (FE) 2.03%  
Pentair PLC (PNR) 1.93%  
Hubbell Inc (HUBB) 1.84%  
Citizens Financial Group Inc (CFG) 1.84%  
Cimarex Energy Co (XEC) 1.83%