Lord Abbett Div Income Strategy B
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Conservative Allocation | | Fund Family: | Lord Abbett | | Net Assets: | 6.21M | | Year-to-Date Return: | -5.66% | | Yield: | 5.40% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Robert I. Gerber
Lead Manager since
30-Jun-05 | | | Gerber is a portfolio manager, director and partner of Lord Abbett, his employer since 1997. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund allocates assets among equity securities, fixed income securities, and money market instruments by investing in a weighted combination of other funds managed by the fund's advisor that hold such instruments. It normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in underlying funds that invest primarily in equity securities. |
| Last Dividend
(29-Aug-08):
| 0.06 | | Last Cap Gain
(21-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 59.69% |
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| Expense | ISFBX | Category
Avg | | Total Expense Ratio: | 1.00%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 5.00%
| 2.79% | | 3 Yr Expense Projection*: |
$957 | $706 | | 5 Yr Expense Projection*: |
$1,367 | $1,090 | | 10 Yr Expense Projection*: |
$2,407 | $2,110 |
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1.49% Nasdaq 
0.27%
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