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

Mutual Fund Insights: Lord Abbett Small-Cap Blend B Fund (LSBBX)

In-depth Analysis of Lord Abbett Small-Cap Blend B Fund (LSBBX)

Mutual fund chart: Lord Abbett Small-Cap Blend B Fund (LSBBX)

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See Lord Abbett Small-Cap Blend B Fund (LSBBX) performance details as of February 28, 2010

  

    Last Trade: $13.44 on 3/19/2010, Change: -0.10 (-0.74%)
Experiment our closing price forecasting tool for Lord Abbett Small-Cap Blend B Fund (LSBBX) (alpha release)

  

Fund Manager - Michael T. Smith

Fund Manager Tenure: 8.7 years   [Similar Funds: LSBAX  LSBCX  LSBPX  LSBQX  LSBYX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Michael T. Smith, As a Partner and Portfolio Manager on Lord Abbett’s Small Cap Core strategy, Mr. Michael T. Smith is responsible for all final buy and sell decisions in this strategy. Prior to joining Lord Abbett in 1997, Mr. Smith served as an equity analyst at Capital Management Associates. Mr. Smith earned an MBA from New York University’s Stern School of Business and a BA from California State University at Fullerton. Michael T. Smith has been in the investment business since 1988.  Get more insights on Michael T. Smith

  

What we like about Lord Abbett Small-Cap Blend B Fund (LSBBX) What we like about Lord Abbett Small-Cap Blend B Fund (LSBBX)

Data for Lord Abbett Small-Cap Blend B Fund (LSBBX) as of February 28, 2010

  • Lord Abbett Small-Cap Blend B Fund (LSBBX) management has been with Lord Abbett Small-Cap Blend B Fund for 8.7 years
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has an annual stock turnover rate of 42.78% vs Small Growth average of 136.50%. It is good that Lord Abbett Small-Cap Blend B management does not trade extensively for its return.
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.82, lower than category average of 24.99

  

What we are cautious about Lord Abbett Small-Cap Blend B Fund (LSBBX) What we are cautious about Lord Abbett Small-Cap Blend B Fund (LSBBX)

Data for Lord Abbett Small-Cap Blend B Fund (LSBBX) as of February 28, 2010

  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has a less-than-ideal short-term performance (1-year return 52.28% vs 60.01 % Small Growth category average)
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has a less-than-ideal mid-term performance (3-year return -5.06% vs -5.64 % Small Growth category average)
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has a less-than-ideal Long-term performance (5-year return 0.58% vs 0.80 % Small Growth category average)
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has a Morningstar rating of 3 and below
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) is less safe compared to its Small Growth peers
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) does not have a good risk adjusted return as its 3-year Alpha of 1.58 is worse than category average of 1.97, and its 3-year Sharpe ratio is -0.19
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) has a higher management fee of 2.05% than its Small Growth average of 1.60%
  • Lord Abbett Small-Cap Blend B Fund (LSBBX) carries a 5% load
See Lord Abbett Small-Cap Blend B Fund (LSBBX) performance details as of February 28, 2010

  

  

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Lord Abbett Small-Cap Blend B Fund (LSBBX) Net Asset

Track net asset change of Lord Abbett Small-Cap Blend B fund (LSBBX)

DateNet Asset
02/2010$1.34B
01/2010$42.14M
11/2009$42.78M
More historic net asset information on Lord Abbett Small-Cap Blend B Fund (LSBBX)

  

Lord Abbett Small-Cap Blend B Fund (LSBBX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small-Cap Blend B fund (LSBBX)

DateCashStockBondOther
09/20093.52%96.48%0%0%
06/20095.04%94.61%0%0.35%
05/20095.88%97.13%0%0%
Click here to see more historic asset allocation information on Lord Abbett Small-Cap Blend B Fund (LSBBX)

  

Most Recent Top 10 Holdings in Lord Abbett Small-Cap Blend B Fund (LSBBX)

Discover what Lord Abbett Small-Cap Blend B Fund (LSBBX) manager is buying

30-Sep-09
WATSCO INC [2.83%]
HCC INSURANCE HLDGS [2.78%]
SOLERA HOLDINGS INC [2.45%]
optionsXpress Holdings, Inc. [2.3%]
GLOBAL PAYMENTS INC [2.29%]
Sykes Enterprises, Incorporated [2.24%]
FTI CONSULTING INC [2.19%]
ScanSource, Inc. [2.14%]
ICON plc [2.11%]
KNIGHT TRANS INC [1.94%]

30-Jun-09
WATSCO INC [2.83%]
HCC INSURANCE HLDGS [2.78%]
SOLERA HOLDINGS INC [2.45%]
optionsXpress Holdings, Inc. [2.3%]
GLOBAL PAYMENTS INC [2.29%]
Sykes Enterprises, Incorporated [2.24%]
FTI CONSULTING INC [2.19%]
ScanSource, Inc. [2.14%]
ICON plc [2.11%]
KNIGHT TRANS INC [1.94%]

31-May-09
HCC INSURANCE HLDGS [2.91%]
WATSCO INC [2.9%]
optionsXpress Holdings, Inc. [2.58%]
EXCO RESOURCES INC [2.29%]
SOLERA HOLDINGS INC [2.25%]
GLOBAL PAYMENTS INC [2.24%]
FTI CONSULTING INC [2.21%]
ScanSource, Inc. [2.2%]
COMSTOCK RES [2.19%]
KNIGHT TRANS INC [2.12%]
Click here for Stock Holding Change Map in Lord Abbett Small-Cap Blend B Fund (LSBBX)

  

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