Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Lord Abbett Small-Cap Blend I Fund (LSBYX)

In-depth Analysis of Lord Abbett Small-Cap Blend I Fund (LSBYX)

Mutual fund chart: Lord Abbett Small-Cap Blend I Fund (LSBYX)

3 months
6 months
1 year
3 year
5 year

See Lord Abbett Small-Cap Blend I Fund (LSBYX) performance details as of January 31, 2010

  

    Last Trade: $14.62 on 3/15/2010, Change: +0.01 (0.07%)
Experiment our closing price forecasting tool for Lord Abbett Small-Cap Blend I Fund (LSBYX) (alpha release)

  

Fund Manager - Michael T. Smith

Fund Manager Tenure: 8.7 years   [Similar Funds: LSBAX  LSBBX  LSBCX  LSBPX  LSBQX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Michael T. Smith, As a Partner and Portfolio Manager on Lord Abbett?s Small Cap Core strategy, Mr. 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. He has been in the investment business since 1988.  Get more insights on Michael T. Smith

  

What we like about Lord Abbett Small-Cap Blend I Fund (LSBYX) What we like about Lord Abbett Small-Cap Blend I Fund (LSBYX)

Data for Lord Abbett Small-Cap Blend I Fund (LSBYX) as of January 31, 2010

  • Lord Abbett Small-Cap Blend I Fund (LSBYX) management has been with Lord Abbett Small-Cap Blend I Fund for 8.7 years
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has good mid-term performance (3-year return -4.87% vs -6.96% Small Growth category average)
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has good Long-term performance (5-year return 1.25% vs 0.25% Small Growth category average)
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) ratio of up-years vs down years is greater than 2
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has a Morningstar rating of 4 and above
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has an annual stock turnover rate of 42.78% vs Small Growth average of 131.92%. It is good that Lord Abbett Small-Cap Blend I management does not trade extensively for its return.
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.72, lower than category average of 24.84
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has a lower management fee than its Small Growth average: 1.05% vs 1.60%
  • Lord Abbett Small-Cap Blend I Fund (LSBYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Lord Abbett Small-Cap Blend I Fund (LSBYX) What we are cautious about Lord Abbett Small-Cap Blend I Fund (LSBYX)

Data for Lord Abbett Small-Cap Blend I Fund (LSBYX) as of January 31, 2010

  • Lord Abbett Small-Cap Blend I Fund (LSBYX) has a less-than-ideal short-term performance (1-year return 31.69% vs 39.62% Small Growth category average)
See Lord Abbett Small-Cap Blend I Fund (LSBYX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Growth category?

Below are some additional Small Growth mutual funds generated out of our database

  

Lord Abbett Small-Cap Blend I Fund (LSBYX) Net Asset

Track net asset change of Lord Abbett Small-Cap Blend I fund (LSBYX)

DateNet Asset
01/2010$445.12M
11/2009$435.50M
10/2009$424.32M
More historic net asset information on Lord Abbett Small-Cap Blend I Fund (LSBYX)

  

Lord Abbett Small-Cap Blend I Fund (LSBYX) Portfolio Allocation

Track portfolio allocation change of Lord Abbett Small-Cap Blend I fund (LSBYX)

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 I Fund (LSBYX)

  

Most Recent Top 10 Holdings in Lord Abbett Small-Cap Blend I Fund (LSBYX)

Discover what Lord Abbett Small-Cap Blend I Fund (LSBYX) 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 I Fund (LSBYX)

  

Related books and products to Lord Abbett Small-Cap Blend I Fund (LSBYX)

  

Latest News on Lord Abbett Small-Cap Blend I (LSBYX)

See what is happening with Lord Abbett Small-Cap Blend I Fund (LSBYX)

 

Books and Resources

 

 

See more information on Lord Abbett Small-Cap Blend I Fund (LSBYX)