LVMIX | Calibrated Mid Cap Value Fund Class I | 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
-
Inception Date
Dividend Frequency
-
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 I - SEC Returns reflect performance for Class I shares at Net Asset Value.

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.

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