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Lord Abbett Small Cap Value I (LRSYX) Fund Ranking and Research

Ranking, Research and Recommendation of Lord Abbett Small Cap Value I (LRSYX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Lord Abbett Small Cap Value I Fund (LRSYX) ManagerFund Manager - Justin C. Maurer

Fund Manager Information

Fund Manager Tenure: 4.2 years
Similar Funds: LRSBX  LRSCX  LRSFX  LRSPX  LRSQX  LRSRX 
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?)

 

Graph of Lord Abbett Small Cap Value I Fund (LRSYX) ProfileLord Abbett Small Cap Value I Fund (LRSYX) Profile

Fund Profile and Description

Lord Abbett Small Cap Value I Fund seeks long-term capital appreciation. Lord Abbett Small Cap Value I 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.

 

Lord Abbett Small Cap Value I (LRSYX) Fund Strength What we like about Lord Abbett Small Cap Value I (LRSYX) Fund

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

  • Lord Abbett Small Cap Value I Fund (LRSYX) management has been with Lord Abbett Small Cap Value I Fund for 4.2 years
  • Lord Abbett Small Cap Value I Fund (LRSYX) has good short-term performance (1-year return 0.59% vs -5.18% Small Blend category median performance)
  • Lord Abbett Small Cap Value I Fund (LRSYX) has good mid-term performance (3-year return 7.16% vs 6.96% Small Blend category median performance)
  • Lord Abbett Small Cap Value I Fund (LRSYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Small Cap Value I Fund (LRSYX) has a Morningstar rating of 4 and above
  • Lord Abbett Small Cap Value I Fund (LRSYX) 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 I management does not trade extensively for its return.
  • Lord Abbett Small Cap Value I Fund (LRSYX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.56, lower than category average of 14.58
  • Lord Abbett Small Cap Value I Fund (LRSYX) has a lower expense ratio than its Small Blend average: 0.96% vs 1.22%
  • Lord Abbett Small Cap Value I Fund (LRSYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Lord Abbett Small Cap Value I Fund (LRSYX) Weakness What we are cautious about Lord Abbett Small Cap Value I (LRSYX) Fund

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

  • Lord Abbett Small Cap Value I Fund (LRSYX) has a less-than-ideal Long-term performance (5-year return 6.92% vs 7.84% Small Blend category median performance)
See Lord Abbett Small Cap Value I Fund (LRSYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Lord Abbett Small Cap Value I Fund (LRSYX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Lord Abbett Small Cap Value I4.740.597.166.92
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Lord Abbett Small Cap Value I Fund (LRSYX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Lord Abbett Small Cap Value I Fund (LRSYX) Net Asset TrackingLord Abbett Small Cap Value I (LRSYX) Fund Net Asset

Track net asset change of Lord Abbett Small Cap Value I fund (LRSYX)

DateNet Asset
05/2016$1.17B
03/2016$1.19B
02/2016$1.12B
More historic net asset information on Lord Abbett Small Cap Value I Fund (LRSYX)

  

Graph of Lord Abbett Small Cap Value I Fund (LRSYX) Portfolio TrackingLord Abbett Small Cap Value I (LRSYX) Fund Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small Cap Value I fund (LRSYX)

DateCashStockBondOther
03/20161.83%98.17%0%0%
12/20150%100%0%0%
09/20151.79%98.21%0%0%
Click here to see more historic asset allocation information on Lord Abbett Small Cap Value I Fund (LRSYX)

 

graph of Lord Abbett Small Cap Value I Fund (LRSYX) Top 10 Position TrackingTop 10 Holdings in Lord Abbett Small Cap Value I (LRSYX) Fund

Discover what Lord Abbett Small Cap Value I Fund (LRSYX) 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 I Fund (LRSYX)

  

Latest News on Lord Abbett Small Cap Value I (LRSYX) Fund

See what is happening with Lord Abbett Small Cap Value I Fund (LRSYX)

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Lord Abbett Small Cap Value I Fund (LRSYX) Related ResourcesSee more information on Lord Abbett Small Cap Value I (LRSYX) Fund

Popular pages on Lord Abbett Small Cap Value I (LRSYX) Fund

  

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