LRSCX Rating, Research - Lord Abbett Small-Cap Value A

Lord Abbett Small-Cap Value A (lrscx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 10

Threats + Weaknesses = 4

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lrscx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Lord Abbett Small-Cap Value A (LRSCX) Description: LRSCX is a mutual fund, which is an investment that owns a basket of assets. The LRSCX mutual fund was provided by Lord Abbett and this investment vehicle derives the majority of its value from equity holdings (stocks). Lord Abbetts mutual fund has a short management tenure and is in the large fund size classification. LRSCXs minimum initial investment amount is $1000 while the IRA minimum is $250. LRSCXs expense ratio is roughly 1%. The latest LRSCXs front end load was 6% and the back end load was 0%. The Lord Abbett Small-Cap Value A (LRSCX) mutual fund falls under the small mixed category. LRSCX focuses its investments in USA and LRSCX is not affiliated with a particular industry or fund sector. The Lord Abbett Small-Cap Value A (LRSCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LRSCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LRSCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests in companies with a small market capitalization, which is currently defined as $3.5 billion or less. It normally invests at least 80% of net assets plus the amount of any borrowings for investment purposes in common stocks (see stock research) and other equity type securities (including preferred stock, convertible debt securities and warrants) of companies with small market capitalization. As long as an investment continues to meet other criteria, the fund may choose to hold such securities even if the company grows beyond the $3.5 billion capitalization level.

Management Analysis Update

Lord Abbett Small-Cap Value A's executives / managers make better investing decisions, because their assets are invested along side their client's. Lord Abbett Small-Cap Value A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update