Category | Fund Name | Summary | Net Assets ($ M)* | YTD (%) |
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Equity-Income | Lord Abbett Affiliated Fund, Inc | 5500 | 16.8 | |
The fund seeks capital appreciation in the long term and income by investing in mega-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that pay dividends and have the potential for capital appreciation. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. |
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Small-Cap-Core | Lord Abbett Alpha Strategy Fund | 613.7 | 13.5 | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. The process utilizes a blend strategy to invest in both growth and value stocks or in stocks with characteristics of both. Next, the research team invests in securities of U.S. and foreign companies. Securities of foreign companies include emerging market companies, American Depositary Receipts, and other similar depositary receipts. In addition, the fund defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest directly in any type of derivative as part of its investment strategies or for risk management purposes. |
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Small-Cap-Growth | Lord Abbett Developing Growth Fund Inc | 2500 | 20 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in securities of companies that demonstrate above-average, long-term growth potential. The team seeks to identify companies that are well-positioned in the developing growth phase. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. |
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Alternatives | Lord Abbett Dividend Growth Fund | 3500 | 22 | |
The fund seeks current income and capital appreciation by investing in mid-and large-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies exhibiting the potential for total return over the long term, as well as demonstrating consistent increases in dividends over time. The team then narrows the investable universe to a list of companies that have a ten-year history of dividend issuance and growth. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. The fund has the flexibility to invest across market capitalizations. |
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Multi-Cap-Growth | Lord Abbett Focused Growth Fund | 35.1 | 32.1 | |
The fund seeks capital appreciation by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in securities of companies that demonstrate above-average growth potential over the long term. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. In addition to ADRs, the fund generally defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges. The fund is non-diversified, and may invest a greater portion of its assets in the securities of a single issuer or in the securities of fewer issuers than a diversified mutual fund. |
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Multi-Cap-Value | Lord Abbett Fundamental Equity Fund | 1900 | 18.9 | |
The fund seeks capital appreciation in the long term and income by investing in companies across any size in the United States. The investment process is designed to identify companies in the benchmark index that are estimated to trade below their fair values and selling at reasonable prices. Next, the research team integrates environmental, social and governance factors as part of its process. Then the research process is driven by fundamental analysis of one stock at a time. The manager constructs a diversified portfolio from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. |
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Multi-Cap-Core | Lord Abbett Global Equity Research Fund | 14.3 | 17.5 | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. The process utilizes a blend strategy to invest in both growth and value stocks, or to stocks with characteristics of both. Next, the research team invests in securities of foreign and U.S. companies. The team prefers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the team, value companies are those that are trading at discounts to their estimated intrinsic value and have the potential for capital appreciation. Growth companies are those that exhibit rapid gains in earnings and demonstrate the ability to continue profit growth at a high level. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests at least 40% of its net assets in securities of non-U.S. companies. Also, the fund invests in companies located in at least three countries outside of the U.S. The fund invests in foreign companies whose securities may be traded on U.S. or non-U.S. securities exchanges, may be denominated in the U.S. dollar or other currencies, and may include American Depositary Receipts and other similar depositary receipts. The fund may invest in unaffiliated exchange-traded funds, as well as may invest in derivatives. |
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Multi-Cap-Growth | Lord Abbett Growth Leaders Fund | 4900 | 31.4 | |
The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. The investment process is driven by fundamental analysis to identify companies demonstrating above-average growth prospects in the long term. The Investment team integrates environmental, social and governance factors as part of its process. Then the research team focuses on companies with successful business concepts and industries such as the cloud and artificial intelligence and biotechnology, medical devices, and ecommerce that are leading the technology revolution. The team believes these companies exhibit fundamental strength and have the potential for greater relative performance through an economic slowdown, as they continue to displace older businesses and outdated technologies. Then the manager constructs a diversified portfolio from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, and American Depositary Receipts. |
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Multi-Cap-Growth | Lord Abbett Growth Opportunities Fund | 436 | 25.2 | |
The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States. The investment process is designed to highlight companies in the benchmark index that demonstrate growth potential. The Investment team integrates environmental, social and governance factors as part of its process. Then the research team relies on fundamental analysis to identify businesses with attractive franchises and operated by management teams with proven track record. The team prefers companies that are lagging in market price for temporary reasons and trading at a significant discount to their estimated intrinsic value. Then the manager constructs a portfolio of sustainable growth companies favored by the research team and allocates capital based on its conviction level. The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, and American Depositary Receipts. |
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Multi-Cap-Core | Lord Abbett International Equity Fund | 301.4 | 13.1 | |
The fund seeks capital appreciation in the long term by investing in mega-and large-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. The fund employs a blend strategy to invest in both growth and value stocks, or stocks with characteristics of both. Next, the research team focuses on securities of international companies that are estimated to trade below their fair values. The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential. The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests in companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. Also, the fund has the flexibility to invest without limitation in securities of companies that are traded primarily on securities markets or exchanges located in emerging market countries. The fund also may invest in U.S. companies, and in supranational organizations. |
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Mid-Cap-Core | Lord Abbett International Opportunities Fund | 322.2 | 4.7 | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential. The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries. The fund also may invest in U.S. companies. |
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Multi-Cap-Value | Lord Abbett International Value Fund | 370.8 | 7.3 | |
The fund seeks a high level of total return by investing in companies across any size outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on securities of international companies that are estimated to trade below their fair values. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with total return potential. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests in companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. Also, the fund has the flexibility to invest without limitation in securities of companies that are organized or operated in emerging market countries. The fund also may invest in U.S. companies. |
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Mid-Cap-Value | Lord Abbett Mid Cap Stock Fund Inc | 1100 | 15.1 | |
The fund seeks capital appreciation by investing in mid-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that are estimated to trade below their fair values. In selecting securities for the portfolio, the research team focuses on companies that are trading at a discount to their estimated intrinsic value. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. |
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Small-Cap-Value | Lord Abbett Small-Cap Value Fund | 384.7 | 11.2 | |
The fund seeks capital appreciation in the long term by investing in small-size companies in the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in companies that are estimated to trade below their fair values and that are trading at reasonable valuations. Also, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts, and other similar depositary receipts. |
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Mid-Cap-Core | Lord Abbett Value Opportunities Fund | 1200 | 13.9 | |
The fund seeks capital appreciation in the long term by investing in small- and mid-size companies in the United States. The investment process starts with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors. The research team with the help of fundamental, bottom-up analysis focuses on quality companies with attractive valuation with a longer-term investing outlook. The investment team also considers environmental, social and governance factors when assessing investment opportunities. The fund has the flexibility to invest up to 10% of its net assets in securities of foreign companies, including emerging market companies. |
* Net Assets include for all classes