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

Mutual Fund Insights: Lord Abbett Small Cap Value F Fund (LRSFX)

In-depth Analysis of Lord Abbett Small Cap Value F Fund (LRSFX)

Mutual fund chart: Lord Abbett Small Cap Value F Fund (LRSFX)

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See Lord Abbett Small Cap Value F Fund (LRSFX) performance details as of January 31, 2010

  

    Last Trade: $27.05 on 3/19/2010, Change: -0.18 (-0.66%)
Experiment our closing price forecasting tool for Lord Abbett Small Cap Value F Fund (LRSFX) (alpha release)

  

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

Fund Manager Tenure: 1.1 years   [Similar Funds: LRSBX  LRSCX  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 F Fund (LRSFX) What we like about Lord Abbett Small Cap Value F Fund (LRSFX)

Data for Lord Abbett Small Cap Value F Fund (LRSFX) as of January 31, 2010

  • Lord Abbett Small Cap Value F Fund (LRSFX) has good mid-term performance (3-year return -1.90% vs -7.80% Small Blend category average)
  • Lord Abbett Small Cap Value F Fund (LRSFX) has good Long-term performance (5-year return 5.97% vs 0.36% Small Blend category average)
  • Lord Abbett Small Cap Value F Fund (LRSFX) has a Morningstar rating of 4 and above
  • Lord Abbett Small Cap Value F Fund (LRSFX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.57, lower than category average of 25.24
  • Lord Abbett Small Cap Value F Fund (LRSFX) has a lower management fee than its Small Blend average: 1.03% vs 1.53%

  

What we are cautious about Lord Abbett Small Cap Value F Fund (LRSFX) What we are cautious about Lord Abbett Small Cap Value F Fund (LRSFX)

Data for Lord Abbett Small Cap Value F Fund (LRSFX) as of January 31, 2010

  • Lord Abbett Small Cap Value F Fund (LRSFX) management has been with Lord Abbett Small Cap Value F 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 F Fund (LRSFX) has a less-than-ideal short-term performance (1-year return 37.51% vs 41.29% Small Blend category average)
  • Lord Abbett Small Cap Value F Fund (LRSFX) ratio of up-years vs down years can be improved
  • Even though Lord Abbett Small Cap Value F Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses
See Lord Abbett Small Cap Value F Fund (LRSFX) performance details as of January 31, 2010

  

  

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Lord Abbett Small Cap Value F Fund (LRSFX) Net Asset

Track net asset change of Lord Abbett Small Cap Value F fund (LRSFX)

DateNet Asset
01/2010$22.98M
11/2009$22.39M
10/2009$21.51M
More historic net asset information on Lord Abbett Small Cap Value F Fund (LRSFX)

  

Lord Abbett Small Cap Value F Fund (LRSFX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small Cap Value F fund (LRSFX)

DateCashStockBondOther
09/20092.33%97.67%0%0%
06/20092.53%97.47%0%0%
04/20092.31%97.69%0%0%
Click here to see more historic asset allocation information on Lord Abbett Small Cap Value F Fund (LRSFX)

  

Most Recent Top 10 Holdings in Lord Abbett Small Cap Value F Fund (LRSFX)

Discover what Lord Abbett Small Cap Value F Fund (LRSFX) 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%]

30-Apr-09
Curtiss-Wright Corp. [3.64%]
Anixter International Inc [3.25%]
Reliance Steel & Aluminum Co. [2.44%]
Brinker International, Inc. [2.23%]
Financial Federal Corp. [2.18%]
ScanSource, Inc. [2.06%]
Macrovision Solutions Corporati [1.99%]
Baldor Electric Co. [1.92%]
Fossil, Inc. [1.69%]
Hexcel Corp. (New) [1.66%]
Click here for Stock Holding Change Map in Lord Abbett Small Cap Value F Fund (LRSFX)

  

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