Lord Abbett Small-Cap Blend P
90 Hudson Street 11th Floor Jersey City NJ 07301-3973
Phone: 800-201-6984
| Category: | Small Growth | | Fund Family: | Lord Abbett | | Net Assets: | 118.56M | | Year-to-Date Return: | -3.36% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 26-Jun-01 |
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Michael T. Smith
Lead Manager since
02-Jul-01 | | | Michael T. Smith, As a Partner and Portfolio Manager on Lord Abbett?s Small Cap Core strategy, Mr. Smith is responsible for all final buy and sell decisions in this strategy. Prior to joining Lord Abbett in 1997, Mr. Smith served as an equity analyst at Capital Management Associates. Mr. Smith earned an MBA from New York University?s Stern School of Business and a BA from California State University at Fullerton. He has been in the investment business since 1988. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in a blend of growth and value equity securities of small companies with a market capitalization that falls within the market capitalization range of the Russell 2000 index. It may invest in common stocks, preferred stocks, convertible securities and warrants. The fund may also invest in convertible securities, ADRs, options for hedging, obligations of the U.S. government and agencies, commercial paper, bank certificates of deposit, bankers' acceptance and repurchase agreements. |
| Last Dividend
(25-Nov-03):
| 0.10 | | Last Cap Gain
(20-Nov-07):
| 2.27 | | Annual Holdings Turnover
| 42.78% | | Average for Category:
| 131.92% |
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| Expense | LSBPX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.60% | | Max 12b1 Fee: | 0.45%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$474 | $690 | | 5 Yr Expense Projection*: |
$818 | $1,094 | | 10 Yr Expense Projection*: |
$1,791 | $2,198 |
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0.12 (0.94%)
