Image alt tag

Error!

There was a problem contacting the server. Please try after sometime.

Sorry, we are unable to process your request.

Error!

We're sorry, but the Insights and Intelligence Tool is temporarily unavailable

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.

Error!

We're sorry, but the Literature Center checkout function is temporarily unavailable.

If this problem persists, or if you need immediate assistance, please contact Customer Service at 1-888-522-2388.

Reset Your Password

Financial Professionals*

Your password must be a minimum of characters.

Confirmation Message

Your LordAbbett.com password was successully updated. This page will be refreshed after 3 seconds.

OK

 

Micro Cap Growth

Summary

Summary

KEY FACTS as of 03/29/2019


Strategy Inception Date
Jan 1999
Strategy AUM
$775.1 M
Benchmark
Russell Microcap® Growth Index
eVestment Universe
US Micro Cap Growth Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Mutual Fund

PORTFOLIO MANAGERS

F. Thomas O'Halloran
F. Thomas O'Halloran, J.D., CFA

Partner & Portfolio Manager

32 Years of Industry Experience

Matthew DeCicco
Matthew R. DeCicco, CFA

Managing Director & Portfolio Manager

20 Years of Industry Experience

Supported By 3 Investment Professionals with 20 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 03/29/2019

Portfolio Index
Portfolio Index
Number of Holdings 80 957
Forward P/E 21.1x 16.8x
Earnings Growth 21.5% 18.9%
Sales Growth 7.7% 6.2%
Return on Equity 2.9% 6.4%
Weighted Average Mkt. Cap $1.5 B $769.6 M

Performance

Performance

Micro Cap Growth Equity Institutional Composite

Average Annual Returns as of 02/28/2019

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees 25.04% 24.18% 33.39% 12.95% 24.22% 13.77%
Net of Fees 24.83% 22.89% 31.88% 11.64% 22.70% 12.30%
Russell Microcap® Growth Index 17.73% 0.56% 13.94% 3.19% 15.98% -

Calendar Year Returnsas of 02/28/2019

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Gross of Fees 4.41% 40.48% 4.01% -4.90% 12.59% 81.16% 4.35% -3.99% 36.78% 55.20%
Net of Fees 3.31% 38.87% 2.74% -6.03% 11.22% 79.07% 3.09% -5.20% 34.80% 52.97%
Russell Microcap® Growth Index -14.18% 16.65% 6.86% -3.85% 4.30% 52.84% 15.17% -8.42% 29.48% 39.18%

Please confirm your literature shipping address

Please review the address information below and make any necessary changes.

All literature orders will be shipped to the address that you enter below. This information can be edited at any time.

Current Literature Shipping Address

* Required field