Summary
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
The process utilizes a blend strategy to invest in both growth and value stocks or in stocks with characteristics of both.
Next, the research team invests in securities of U.S. and foreign companies.
Link
Directors
Jan 11, 2024- Julie A. Hill
- James M. McTaggart
- Karla M. Rabusch
- Douglas B. Sieg
- Lorin Patrick Taylor Radtke
- Charles O. Prince
- Kathleen M. Lutito
- Mark A. Schmid
- Leah Song Richardson
- James L.L. Tullis
- Evelyn E. Guernsey
Chief Compliance Officer
- MARY ANN PICCIOTTO
Fund Manager(s)
- Giulio Martini
- Jeffrey Herzog
- Matthew DeCicco
Price
Company Name |
Holding |
| Lord Abbett Small Cap Value Fund | 20.52 % |
| Lord Abbett Value Opportunities Fund | 20.33 % |
| Lord Abbett International Opportunities Fund | 19.63 % |
| Lord Abbett Developing Growth Fund Inc | 19.07 % |
| Lord Abbett Focused Small Cap Value Fund | 10.42 % |
| Lord Abbett Micro Cap Growth Fund | 9.98 % |
| Fixed Income Clearing Corp. | 0.08 % |
| More |
Documents
Performance
YTD
5.6%
3 Year
-1.92%
5 Year
13.10%
Best
21.05%
2017
Worst
-28.2%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 7.5% | 6% | -10.9% | 10.1% | -28.5% | 15.5% | 0.9% | 4.8% | -2.7% | - |
| Q2 | -5% | 3.6% | -17.4% | 3.8% | 29.6% | 2.9% | 8.9% | 4.1% | 2.3% | - |
| Q3 | - | -6.5% | -4% | -7.6% | -0.5% | -4.6% | 5.4% | 5.8% | 7.8% | -10% |
| Q4 | - | 13.7% | 1.5% | 3.4% | 27.3% | -4.6% | -19.3% | 4.3% | 2% | 2.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1% | 5.1% | 3.3% | -5.7% | - | - | - | - | - | - | - | - |
| 2023 | 8.9% | -1.1% | -1.6% | -0.4% | -1.4% | 5.5% | 3.8% | -3.9% | -6.2% | -6.3% | 9.2% | 8% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6% | 14% | -28% | 9% | 17% | 10% | -9% | 21% | 9% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| ALFVX | 6% | 14% | -28% | 9% | 17% | 10% | -9% | 21% | 9% | - |
| Russell 2000 Index | - | - | -26% | 14% | 18% | 24% | -12% | 13% | 19% | -6% |
| Alpha | 6% | 14% | -2% | -4% | -1% | -14% | 3% | 8% | -10% | - |