Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, September 6, 2008, 4:15PM ET - U.S. Markets Closed. Dow Up 0.29% Nasdaq Down 0.14%
Lord Abbett Div Income Strategy R3 (LIXRX)On Sep 5: 13.79   0.00 (0.00%)  
MORE ON LIXRX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Jul-08Get Profile for:
Lord Abbett Div Income Strategy R3
90 Hudson Street Jersey City NJ 07302
Map
Phone: 888-522-2388
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Conservative Allocation
Fund Family:Lord Abbett
Net Assets:110.00K
Year-to-Date Return:-5.50%
Yield:%
Morningstar Rating:N/A
Fund Inception Date:01-Oct-07
MORNINGSTAR STYLE BOX 
Conservative Allocation
[View Category Definition]
View Top Conservative Allocation Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 

Lead Manager since
INVESTMENT INFORMATION 
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
LIXRX can be purchased from 6 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (31-Jul-08): 0.06
Last Cap Gain (21-Dec-07): 0.12
Annual Holdings Turnover 45.00%
Average for Category: 60.08%
FEES & EXPENSES 
ExpenseLIXRXCategory
Avg
Total Expense Ratio:0.09% 0.98%
Max 12b1 Fee:0.50% N/A
Max Front End Sales Load:0.00% 4.94%
Max Deferred Sales Load:0.00% 2.78%
3 Yr Expense Projection*: $504$717
5 Yr Expense Projection*: $910$1,107
10 Yr Expense Projection*: $2,047$2,144
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials