LCACX | Calibrated Large Cap Value Fund Class C | Lord Abbett

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Calibrated Large Cap Value Fund

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Summary

Summary

What is the Calibrated Large Cap Value Fund?

The Fund seeks to deliver total return by investing primarily in stocks of large U.S. companies.

RESEARCH DRIVEN

Experienced portfolio managers and research analysts develop proprietary fundamental insights and collaborate to identify undervalued stocks.

STYLE PURE

Our portfolio is constructed to provide investors with a high degree of style consistency and predictability.

BUILT TO PERFORM

We seek to deliver competitive performance through strong stock selection while minimizing the impact of sector and other factor risks.

Fund Basics

Total Net Assets
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Inception Date
Dividend Frequency
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Number of Holdings
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INVESTMENT TEAM

Walter H. Prahl
Walter H. Prahl, Ph.D.

Partner & Director

37 Years of Industry Experience

pavese
Marc Pavese, Ph.D.

Partner & Portfolio Manager

22 Years of Industry Experience

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

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 12/31/2018

  • Chevron Corp., an energy company, remains the portfolio’s largest overweight position relative to its benchmark, the Russell 1000® Value Index, as of December 31, 2018. We believe that Chevron’s focus on responsible capital spending, shareholder-friendly payout policies, and solid execution in growth projects likely will result in a higher valuation going forward.
  • The portfolio also has an overweight position relative to its benchmark in JPMorgan Chase & Co., a global financial services company. We expect the company to benefit from increasing interest rates, a decreasing regulatory burden, a lower corporate tax rate, and higher U.S. GDP growth. Additionally, the company continues to de-risk its balance sheet and build up large amounts of capital, which it is deploying to shareholders.
  • Union Pacific Corp., a rail transportation company, is another of the portfolio’s overweight positions relative to its benchmark. We believe that Union Pacific’s diversified revenue mix, significant opportunities for margin growth, and strong free cash flow, will result in a higher valuation going forward.

Dividends & Cap Gains

Dividends & Cap Gains

Fees & Expenses

Fees & Expenses

Fund Documents

Fund Documents

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Statutory Prospectus
Publish Date:11/03/2015
SAI
Publish Date:11/03/2015
Fact Sheet
Publish Date:11/03/2015
Commentary
Publish Date:11/03/2015

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Class C - Class C shares are subject to ongoing 12b-1 service and distribution fees as well as a maximum CDSC of 1 percent if you redeem your shares before the first anniversary of your original purchase.

Class C shares are only offered to certain eligible investors.  For additional information, see the Fund’s current prospectus.

Class C - The inception date for Class C Shares is August 31, 2020. The performance quotations for Class C are based on the following methods of calculation: (a) for periods prior to August 31, 2020, a restated figure is used based on the Fund's Class I performance, adjusted to reflect the fees and expenses of Class C Shares ; and (b) for periods after August 31, 2020, actual Class C performance is used reflecting all charges and fees applicable to Class C shares.

Class C - Class C shares are subject to ongoing 12b-1 service and distribution fees as well as a maximum CDSC of 1 percent if you redeem your shares before the first anniversary of your original purchase.

Class F - The inception date for Class F Shares is August 31, 2020. The performance quotations for Class F are based on the following methods of calculation: (a) for periods prior to August 31, 2020, a restated figure is used based on the Fund's Class I performance, adjusted to reflect the fees and expenses of Class F Shares ; and (b) for periods after August 31, 2020, actual Class F performance is used reflecting all charges and fees applicable to Class F shares.

Class F shares are available only to eligible fee-based advisory programs and certain registered investment advisers. For additional information, see the Fund’s current prospectus.

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