What is the Diversified Equity Strategy Fund ?

The Fund seeks to deliver long-term growth of capital by investing primarily in Lord Abbett Funds that invest in stocks across all market capitalizations of U.S. and select international companies.

Fund Basicsas of 07/31/2015

Total Net Assets
$286.05 M
Inception Date
06/30/2006
Dividend Frequency
Annually

Expense Ratioas of 07/31/2015

Fund Expense Ratio :

Gross 1.34%

Net 1.00%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge 5.69% 9.52% 17.00% 13.23% - 7.48%
Lipper Category Avg. Multi-Cap Core Funds 2.96% 8.67% 17.40% 14.53% - -
Blended Index 4.32% 9.59% 17.25% 15.19% - 7.48%
w/ sales charge -0.39% 3.24% 14.72% 11.90% - 6.78%

Fund Expense Ratio :

Gross 1.34%

Net 1.00%

Fund Expense Ratio :

Gross 1.34%

Net 1.00%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge 4.34% 4.95% 16.69% 14.64% - 7.40%
Lipper Category Avg. Multi-Cap Core Funds 1.87% 5.13% 17.19% 15.75% - -
Blended Index 2.54% 5.60% 16.97% 16.43% - 7.35%
w/ sales charge -1.67% -1.07% 14.41% 13.29% - 6.69%

Fund Expense Ratio :

Gross 1.34%

Net 1.00%

Investment Team

Robert I. Gerber
Robert I. Gerber, Ph.D.

Partner & Chief Investment Officer

28 Years of Industry Experience

Fund Performance Details next tab

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