Lord Abbett Value Opportunities A
90 Hudson Street 11th Floor Jersey City NJ 07302
Phone: 888-522-2388
| Category: | Mid-Cap Blend | | Fund Family: | Lord Abbett | | Net Assets: | 418.01M | | Year-to-Date Return: | -2.19% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-05 |
|
Justin C. Maurer
Lead Manager since
19-Jun-08 | | | Justin C. aurer joined Lord Abbett in 2001. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The Fund normally invests at least 65% of net assets in equity securities of small and mid-sized companies with a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2500 Index. It invests equity securities such as common stocks, convertible bonds, convertible preferred stocks, warrants and similar instruments. |
| Last Dividend
(21-Nov-08):
| 0.02 | | Last Cap Gain
(20-Nov-07):
| 0.51 | | Annual Holdings Turnover
| 77.87% | | Average for Category:
| 91.38% |
|
| Expense | LVOAX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.38% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.26% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$1,004 | $638 | | 5 Yr Expense Projection*: |
$1,317 | $985 | | 10 Yr Expense Projection*: |
$2,200 | $1,976 |
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0.15 (1.23%)
