Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | LRSPX Insights | LRSPX Score | LRSPX Performance | LRSPX News | LRSPX Allocation | LRSPX Holdings Change
Fund Intelligence | Best Managers | LRSPX Insights | LRSPX Score | LRSPX Performance | LRSPX News | LRSPX Allocation | LRSPX Holdings Change
Lord Abbett Small Cap Value P (LRSPX) Fund Ranking and Research
Ranking, Research and Recommendation of Lord Abbett Small Cap Value P (LRSPX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - Thomas B. Maher
Fund Manager Information
Fund Manager Tenure: 6.2 yearsSimilar 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 6.2 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
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 |
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% |
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
Click here for Stock Holding Change Map in Lord Abbett Small Cap Value P Fund (LRSPX)
Latest News on Lord Abbett Small Cap Value P (LRSPX) Fund
See what is happening with Lord Abbett Small Cap Value P Fund (LRSPX)
No recent news |
See more information on Lord Abbett Small Cap Value P (LRSPX) Fund
Popular pages on Lord Abbett Small Cap Value P (LRSPX) Fund
- Lord Abbett Small Cap Value P (LRSPX) Fund Research and Recommendation
- Lord Abbett Small Cap Value P (LRSPX) Fund Performance Data
- Lord Abbett Small Cap Value P (LRSPX) Fund Manager Information
- Historic Lord Abbett Small Cap Value P (LRSPX) Fund Asset Allocation Report
- Historic Lord Abbett Small Cap Value P (LRSPX) Fund Top 10 Holding Tracking
- Historic Lord Abbett Small Cap Value P (LRSPX) Fund Asset Under Management Tracking