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Fund Intelligence | Best Managers | LRSCX Insights | LRSCX Score | LRSCX Performance | LRSCX Manager | LRSCX News | LRSCX Allocation | LRSCX Holdings Change

Mutual Fund Insights: Lord Abbett Small-Cap Value A Fund (LRSCX)

In-depth Analysis of Lord Abbett Small-Cap Value A Fund (LRSCX)

Mutual fund chart: Lord Abbett Small-Cap Value A Fund (LRSCX)

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See Lord Abbett Small-Cap Value A Fund (LRSCX) performance details as of January 31, 2010

  

    Last Trade: $27.24 on 3/16/2010, Change: +0.26 (0.96%)
Experiment our closing price forecasting tool for Lord Abbett Small-Cap Value A Fund (LRSCX) (alpha release)

  

Fund ManagerFund Manager - Gerard S.E. Heffernan, Jr.

Fund Manager Tenure: 1.1 years   [Similar Funds: LRSBX  LRSFX  LRSPX  LRSQX  LRSRX  LRSYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
partner (in 2004) & director, Small & Micro Cap Value, joined Lord Abbett in 1998 from CL Capital Management where he held positions as a portfolio manager and Equity Research Analyst. His prior experience includes positions as Assistant Manager-Private Placements and Financial Planning at Confederation Life Insurance Company.  Get more insights on Gerard S.E. Heffernan, Jr.

  

What we like about Lord Abbett Small-Cap Value A Fund (LRSCX) What we like about Lord Abbett Small-Cap Value A Fund (LRSCX)

Data for Lord Abbett Small-Cap Value A Fund (LRSCX) as of January 31, 2010

  • Lord Abbett Small-Cap Value A Fund (LRSCX) has good mid-term performance (3-year return -2.05% vs -7.80% Small Blend category average)
  • Lord Abbett Small-Cap Value A Fund (LRSCX) has good Long-term performance (5-year return 5.88% vs 0.36% Small Blend category average)
  • Lord Abbett Small-Cap Value A Fund (LRSCX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Small-Cap Value A Fund (LRSCX) has a Morningstar rating of 4 and above
  • Lord Abbett Small-Cap Value A Fund (LRSCX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.55, lower than category average of 25.24
  • Lord Abbett Small-Cap Value A Fund (LRSCX) has a lower management fee than its Small Blend average: 1.23% vs 1.53%

  

What we are cautious about Lord Abbett Small-Cap Value A Fund (LRSCX) What we are cautious about Lord Abbett Small-Cap Value A Fund (LRSCX)

Data for Lord Abbett Small-Cap Value A Fund (LRSCX) as of January 31, 2010

  • Lord Abbett Small-Cap Value A Fund (LRSCX) management has been with Lord Abbett Small-Cap Value A Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Lord Abbett Small-Cap Value A Fund (LRSCX) has a less-than-ideal short-term performance (1-year return 37.28% vs 41.29% Small Blend category average)
  • Lord Abbett Small-Cap Value A Fund (LRSCX) carries a 5.75% load
See Lord Abbett Small-Cap Value A Fund (LRSCX) performance details as of January 31, 2010

  

  

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Lord Abbett Small-Cap Value A Fund (LRSCX) Net Asset

Track net asset change of Lord Abbett Small-Cap Value A fund (LRSCX)

DateNet Asset
01/2010$1.43B
11/2009$1.40B
10/2009$1.37B
More historic net asset information on Lord Abbett Small-Cap Value A Fund (LRSCX)

  

Lord Abbett Small-Cap Value A Fund (LRSCX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small-Cap Value A fund (LRSCX)

DateCashStockBondOther
09/20092.33%97.67%0%0%
06/20092.53%97.47%0%0%
05/20093.25%97.59%0%0%
Click here to see more historic asset allocation information on Lord Abbett Small-Cap Value A Fund (LRSCX)

  

Most Recent Top 10 Holdings in Lord Abbett Small-Cap Value A Fund (LRSCX)

Discover what Lord Abbett Small-Cap Value A Fund (LRSCX) manager is buying

30-Sep-09
CURTISS WRIGHT CP [3.3%]
ANIXTER INTL INC [2.54%]
RELIANCE STL & ALMN [2.19%]
ScanSource, Inc. [1.91%]
Rovi Corporation [1.85%]
AUTOLIV INC [1.83%]
Fossil, Inc. [1.82%]
FINANCIAL FED CP [1.78%]
BALDOR ELCT CO [1.73%]
N B T Y INC [1.72%]

30-Jun-09
CURTISS WRIGHT CP [3.3%]
ANIXTER INTL INC [2.54%]
RELIANCE STL & ALMN [2.19%]
ScanSource, Inc. [1.91%]
Rovi Corporation [1.85%]
AUTOLIV INC [1.83%]
Fossil, Inc. [1.82%]
FINANCIAL FED CP [1.78%]
BALDOR ELCT CO [1.73%]
N B T Y INC [1.72%]

31-May-09
CURTISS WRIGHT CP [3.23%]
ANIXTER INTL INC [2.98%]
RELIANCE STL & ALMN [2.55%]
FINANCIAL FED CP [2.13%]
ScanSource, Inc. [2%]
Macrovision Solutions Corporati [1.9%]
BALDOR ELCT CO [1.86%]
HEXCEL CP DELAWARE [1.79%]
BRISTOW GROUP INC [1.76%]
AUTOLIV INC [1.76%]
Click here for Stock Holding Change Map in Lord Abbett Small-Cap Value A Fund (LRSCX)

  

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