LCAUX | Calibrated Large Cap Value Fund Class R5 | Lord Abbett

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(as of 12/05/2015)

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Calibrated Large Cap Value Fund

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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.


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


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


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
Inception Date
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Walter H. Prahl
Walter H. Prahl, Ph.D.

Partner & Director

38 Years of Industry Experience

Marc Pavese, Ph.D.

Partner & Portfolio Manager

23 Years of Industry Experience

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

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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

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Fund Documents

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

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Class R5 - The inception date for Class R5 shares is June 30, 2015. The performance quotations for Class R5 are based on the following methods of calculation: (a) for periods prior to June 30, 2015, a restated figure is used based on the historical performance of the Fund’s portfolio since inception to reflect all charges and fees applicable to Class R5 shares; and (b) for periods after June 30, 2015, actual Class R5 performance is used, which reflects all charges and fees applicable to Class R5 shares.

Class R5 shares are only offered to certain eligible investors. For additional information, see the Fund’s current prospectus.

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