Lord Abbett Affiliated R2
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Large Value | | Fund Family: | Lord Abbett | | Net Assets: | 100.00K | | Year-to-Date Return: | -16.14% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
|
Eli M. Salzmann
Lead Manager since
31-Dec-98 | | | Salzmann joined Lord Abbett in 1997 and is a partner and director of Lord Abbetts large cap value investment group. He also has served as a research analyst and a portfolio manager since 1997. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term growth of capital and income. The fund primarily purchases equity securities of large, seasoned, U.S. and multinational companies that the advisor believes are undervalued. It normally invest at least 80% of its net assets in equity securities of large companies, which are companies having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000® Index. |
| Last Dividend
(15-Aug-08):
| 0.04 | | Last Cap Gain
(20-Nov-07):
| 1.61 | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 59.99% |
|
| Expense | LAFQX | Category
Avg | | Total Expense Ratio: | 0.09%
| 1.27% | | Max 12b1 Fee: | 0.60%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$337 | $588 | | 5 Yr Expense Projection*: |
$585 | $902 | | 10 Yr Expense Projection*: |
$1,294 | $1,772 |
|
|
1.49% Nasdaq 
0.27%
Profile
