Lord Abbett Micro Cap Growth I
(LMIYX)
+0.13
+0.69%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 18.80 |
| Category | Small Growth |
| Net Assets | 106.91 Mil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | Above Average |
- Last NAV update 5/24/2013 3:00 AM ET
| NA |
|---|
| The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-cap companies. It seeks to invest in micro-cap companies that appear to have the potential for more rapid growth than the overall economy. The fund evaluates companies based on an analysis of their financial statements, products and operations, market sectors and interviews with management. It may invest in U.S. and foreign (which may include emerging market) companies. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 52.94% | 34.16% | -5.69% | 2.61% | 31.46% |
| Value ($) | 15,294.00 | 20,518.43 | 19,350.93 | 19,855.99 | 26,102.68 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Lord Abbett |
| Fund Manager | Anthony Hipple |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 1.00 Mil |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.84% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.74% |
| 3 Months | 16.49% |
| 1 Year | 32.45% |
| 3 Years* | 20.39% |
| 5 Years* | 11.33% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| LMIYX | Small Growth | |
|---|---|---|
| 5-Yr Return | 11.33% | 6.80% |
| Sharpe Ratio | 0.68 | 0.65 |
| Net Assets | 106.91 Mil | 218.15 Mil |
| Avg Market Cap | 686.32 Mil | 1.73 Bil |
| Avg P/E | 26.32 | 19.73 |
| Portfolio Turnover | 120 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 96.40% |
| Cash | 0.90% |
| Fixed Income | 0.00% |
| Other | 2.70% |
| NAME | % NET ASSETS |
|---|---|
| Celldex Therapeutics, Inc. | 2.15% |
| Aegerion Pharmaceuticals, Inc. | 2.00% |
| DexCom, Inc. | 1.92% |
| SodaStream International Ltd. | 1.90% |
| Sarepta Therapeutics Inc | 1.87% |
| Piper Jaffray Cos | 1.81% |
| Vascular Solutions, Inc. | 1.79% |
| Performant Financial Corp | 1.71% |
| Imperva Inc | 1.71% |
| Trex Company, Inc. | 1.65% |
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