LVMCX | Calibrated Mid Cap Value Fund Class C | Lord Abbett

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(as of 12/05/2015)

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Calibrated Mid Cap Value Fund

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Summary

Summary

What is the Calibrated Mid Cap Value Fund?

The Fund seeks to deliver total return by investing primarily in stocks of mid-sized 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 36 Investment Professionals with 17 Years Avg. Industry Experience

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Performance

Performance

Portfolio

Portfolio

Portfolio Positioning as of 12/31/2018

  • Dollar General Corporation, an American chain of variety stores, is the portfolio’s largest overweight position relative to the portfolio's benchmark, the Russell Midcap® Value Index, as of December 31, 2018.  The company has undertaken an aggressive remodeling program and enacted new initiatives, including offering fresh produce and beauty products. We believe these changes will bring about stronger store sales growth and will position the firm for long term profitability. 
  • The portfolio also has an overweight position in RenaissanceRe Holdings Ltd., a U.S. reinsurance and insurance coverage company, relative to its benchmark.  We believe the recent acquisition with Tokio Marine’s reinsurance platform will be income accretive going forward.
  • Udr, Inc., a multi-family real estate investment trust business, is another overweight position within the portfolio relative to its benchmark. We believe the firm’s diversified portfolio mix of coastal and second tier markets as well as attractive real estate valuation metrics will serve as a revenue tailwind.

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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