LVMSX | Calibrated Mid Cap Value Fund Class R4 | Lord Abbett

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(as of 12/05/2015)

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Calibrated Mid Cap Value Fund

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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.


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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Number of Holdings


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 36 Investment Professionals with 17 Years Avg. Industry Experience

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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.

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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 R4 - The inception date for Class R4 shares is June 30, 2015. The performance quotations for Class R4 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 R4 shares; and (b) for periods after June 30, 2015, actual Class R4 performance is used, which reflects all charges and fees applicable to Class R4 shares.

Class R4 shares are only offered to certain eligible investors. For additional information, see the Fund’s current prospectus.

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