Lord Abbett Diversified Equity Strat B
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
| Category: | Large Growth | | Fund Family: | Lord Abbett | | Net Assets: | 7.40M | | Year-to-Date Return: | -13.02% | | Yield: | 0.62% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-06 |
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Robert I. Gerber
Lead Manager since
30-Jun-06 | | | 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 current income and capital growth. 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. The underlying funds may invest in a broad range of domestic, foreign and multinational equity securities (including common and preferred stocks, warrants and similar instruments), fixed income securities (which may include investment grade or high-yield debt securities and mortgage- related securities) and money market instruments. |
| Last Dividend
(21-Dec-07):
| 0.10 | | Last Cap Gain
(21-Dec-07):
| 0.67 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 98.32% |
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| Expense | LDSBX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,035 | $622 | | 5 Yr Expense Projection*: |
$1,492 | $957 | | 10 Yr Expense Projection*: |
$2,649 | $1,889 |
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1.49% Nasdaq 
0.27%
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