LCAAX | Calibrated Large Cap Value Fund Class A | 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 A  Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Except as noted below, returns with sales charges reflect a maximum sales charge of 2.50%. There are also ongoing 12b-1 service and distribution fees.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1.50% if the shares are repurchased before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

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