Lord Abbett Small Cap Value P (LRSPX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Small Cap Value P (LRSPX) Fund

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Fund Manager - Thomas B. Maher

Fund Manager Information

Fund Manager Tenure: 5.9 years
Similar Funds: LRSBX LRSCX LRSFX LRSQX LRSRX LRSYX
Fund Family: Lord Abbett
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81) (What does this score mean?)

Lord Abbett Small Cap Value P Fund (LRSPX) Profile

Fund Profile and Description

Lord Abbett Small Cap Value P Fund seeks long-term capital appreciation. Lord Abbett Small Cap Value P Fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 2000 Index. It should be in common stocks, convertible bonds, convertible preferred stocks, warrants and similar instruments.

What we like about Lord Abbett Small Cap Value P (LRSPX) Fund

Data for Lord Abbett Small Cap Value P Fund (LRSPX) as of May 30, 2016

Lord Abbett Small Cap Value P Fund (LRSPX) management has been with Lord Abbett Small Cap Value P Fund for 5.9 years
Lord Abbett Small Cap Value P Fund (LRSPX) has good short-term performance (1-year return 0.14% vs -5.18% Small Blend category median performance)
Lord Abbett Small Cap Value P Fund (LRSPX) ratio of up-years vs down years is greater than 2
Lord Abbett Small Cap Value P Fund (LRSPX) has an annual stock turnover rate of 43.70% vs Small Blend average of 52.13%. It is good that Lord Abbett Small Cap Value P management does not trade extensively for its return.
Lord Abbett Small Cap Value P Fund (LRSPX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.57, lower than category average of 14.58

What we are cautious about Lord Abbett Small Cap Value P (LRSPX) Fund

Data for Lord Abbett Small Cap Value P Fund (LRSPX) as of May 30, 2016

Lord Abbett Small Cap Value P Fund (LRSPX) has a less-than-ideal mid-term performance (3-year return 6.68% vs 6.96% Small Blend category median performance)
Lord Abbett Small Cap Value P Fund (LRSPX) has a less-than-ideal Long-term performance (5-year return 6.45% vs 7.84% Small Blend category median performance)
Lord Abbett Small Cap Value P Fund (LRSPX) has a Morningstar rating of 3 and below
Lord Abbett Small Cap Value P Fund (LRSPX) has a higher expense ratio of 1.42% than its Small Blend average of 1.22%
Even though Lord Abbett Small Cap Value P Fund carries no load, it does have a 0.45% of 12b1 promotion, distributions, marketing expenses

See Lord Abbett Small Cap Value P Fund (LRSPX) performance details as of May 30, 2016

What do you think?

Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Lord Abbett Small Cap Value P	4.53	0.14	6.68	6.45
Voya Small Company W (ISMWX)	5.84	0.39	9.50	9.36	Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)	4.84	-1.74	10.70	10.01	Compare
CRM Small Cap Value Instl (CRISX)	4.71	-1.57	8.11	6.99	Compare

See top fund managers for Small Blend Category Funds

Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETF	Year to Date	One Year	Three Year
SPDR S&P 600 Small Cap ETF (SLY)	5.61%	0.29%	9.84%
Wilshire Micro-Cap ETF (WMCR)	0	0	0
Vanguard Small-Cap ETF (VB)	0	0	0
Vanguard S&P Small-Cap 600 ETF (VIOO)	0	0	0
WisdomTree SmallCap Earnings ETF (EES)	0	0	0

Lord Abbett Small Cap Value P (LRSPX) Fund Net Asset

Track net asset change of Lord Abbett Small Cap Value P fund (LRSPX)

Date	Net Asset
05/2016	$1.17B
03/2016	$1.19B
02/2016	$1.12B

More historic net asset information on Lord Abbett Small Cap Value P Fund (LRSPX)

Lord Abbett Small Cap Value P (LRSPX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small Cap Value P fund (LRSPX)

Date	Cash	Stock	Bond	Other
03/2016	1.83%	98.17%	0%	0%
12/2015	0%	100%	0%	0%
09/2015	1.79%	98.21%	0%	0%

Click here to see more historic asset allocation information on Lord Abbett Small Cap Value P Fund (LRSPX)

Top 10 Holdings in Lord Abbett Small Cap Value P (LRSPX) Fund

Discover what Lord Abbett Small Cap Value P Fund (LRSPX) manager is buying

Mar 30, 2016

IDACORP, Inc. Common Stock [3.07%]
RenaissanceRe Holdings Ltd. Com [2.7%]
Littelfuse, Inc. [2.54%]
PrivateBancorp, Inc. [2.47%]
AECOM Common Stock [2.38%]
First Industrial Realty Trust, [2.33%]
STERIS plc Ordinary Shares [2.28%]
South State Corporation [2.15%]
Electronics for Imaging, Inc. [2.07%]
CoreSite Realty Corporation Com [2.05%]

Dec 30, 2015

South State Corporation [2.85%]
IDACORP, Inc. Common Stock [2.84%]
RenaissanceRe Holdings Ltd. Com [2.77%]
Electronics for Imaging, Inc. [2.49%]
STERIS plc Ordinary Shares [2.46%]
AECOM Common Stock [2.35%]
PrivateBancorp, Inc. [2.35%]
Western Alliance Bancorporation [2.31%]
Patrick Industries, Inc. [2.26%]
Littelfuse, Inc. [2.12%]

Sep 29, 2015

South State Corporation [2.95%]
RenaissanceRe Holdings Ltd. Com [2.69%]
IDACORP, Inc. Common Stock [2.51%]
PrivateBancorp, Inc. [2.19%]
Electronics for Imaging, Inc. [2.14%]
HealthSouth Corporation Common [2.1%]
Mentor Graphics Corporation [2.02%]
Western Alliance Bancorporation [1.96%]
Core-Mark Holding Company, Inc. [1.91%]
First Industrial Realty Trust, [1.87%]

Click here for Stock Holding Change Map in Lord Abbett Small Cap Value P Fund (LRSPX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.