Lord Abbett Micro Cap Growth Fund Class I

 (MUTF:LMIYX)   Watch this mutual fund  
Find more results for MUTF:LMIYX

Performance

Trailing returns

1 day
   
-0.60%  
1 week
   
-1.58%  
4 week
   
-1.45%  
3 month   +1.36%
   
YTD
   
-0.07%  
1 year   +21.88%
   
3 years*
   
-1.20%  
5 years*   +12.78%
   
*annualized
Best 3 month return+37.97%  
Worst 3 month return-38.82%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Below Average High
5 years Above Average High
10 years High High
Overall Above Average High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets138.32M 
Front load-  
Deferred load-  
Expense ratio1.80%  
Management fee-  
Fund familyLord Abbett 

Asset allocation

Cash0.00%  
Stocks99.23%  
Bonds0.00%  
Preferred0.77%  
Other0.00%  

Purchase information

Initial$1,000,000  
15.00+0.07(0.47%)
Jan 19, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-cap companies. For purposes of the policy, the manager defines a micro-cap company as a company having a market capitalization at the time of purchase that is under $1 billion or falls within the market capitalization range of companies in the Russell Microcap� Index.
Fund filings (PDF) »
Asset managers:
Arthur Weise (Started: Dec 31, 2007)
Matthew DeCicco (Started: Dec 31, 2002)
F. O’Halloran (Started: Mar 1, 2006)
Advisor Company:
Lord, Abbett & Co LLC
Fund family reports on Morningstar »
Lord Abbett, 90 Hudson Street, Jersey City NJ 7302, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -19.73 -5.92 -2.23 2.50
Beta* 2.12 1.13 1.24 1.20
Mean annual return 0.42 0.36 1.29 0.99
R-squared* 76.49 30.45 38.78 62.79
Standard deviation 24.96 21.93 20.64 23.23
Sharpe ratio 0.19 0.19 0.74 0.48
* Against standard index

Top 10 holdings

Security Net Assets  
NV5 Global Inc (NVEE) 3.22%  
Five9 Inc (FIVN) 2.93%  
Patrick Industries Inc (PATK) 2.84%  
LGI Homes Inc (LGIH) 2.04%  
NanoString Technologies Inc (NSTG) 1.96%  
Pacific Biosciences of California Inc (PACB) 1.93%  
Wingstop Inc (WING) 1.86%  
Universal Electronics Inc (UEIC) 1.78%  
Fox Factory Holding Corp (FOXF) 1.71%  
Vascular Solutions Inc (VASC) 1.70%