Multi Cap Value | Institutional Strategies | Lord Abbett
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

 

Multi Cap Value

Summary

Summary

KEY FACTS as of 08/31/2020


Strategy Inception Date
Jan 1994
Strategy AUM
$249.1 M
Benchmark
Russell 1000® Value Index
eVestment Universe
US Large Cap Value Equity

Vehicles


  • This strategy is available as a:
  • Separate Account
  • Managed Account (SMA)

PORTFOLIO MANAGERS

Eli Rabinowich
Eli Rabinowich

Portfolio Manager

16 Years of Industry Experience

Jeff Diamond
Jeff Diamond, CFA

Portfolio Manager

33 Years of Industry Experience

Supported By 35 Investment Professionals with 18 Years Avg. Industry Experience

Portfolio

Portfolio

CHARACTERISTICS as of 08/31/2020

Portfolio Index
Portfolio Index
Number of Holdings 78 836
Forward P/E 17.1x 17.4x
Earnings Growth 6.2% 4.8%
Sales Growth 6.9% 4.9%
Return on Equity 18.3% 15.1%
Weighted Average Mkt. Cap $178.6 B $127.6 B

Performance

Performance

Value Equity Institutional Composite

Average Annual Returns as of 08/31/2020

YTD 1-YR 3-YR 5-YR 10-YR Since Inception
Gross of Fees -7.05% 2.67% 5.06% 7.89% 10.82% 9.14%
Net of Fees -8.04% 1.04% 3.38% 6.17% 9.24% 7.95%
Russell 1000® Value Index -9.35% 0.84% 4.50% 7.53% 11.05% 6.48%

Calendar Year Returnsas of 08/31/2020

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Gross of Fees 23.74% -7.44% 14.04% 16.94% -2.18% 8.02% 38.01% 11.84% -2.96% 20.51%
Net of Fees 21.77% -8.93% 12.20% 15.06% -3.65% 6.53% 36.32% 10.52% -4.17% 19.57%
Russell 1000® Value Index 26.54% -8.27% 13.66% 17.34% -3.83% 13.45% 32.53% 17.51% 0.39% 15.51%

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