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 01/30/2015

Total Net Assets
$268.88 M
Inception Date
06/30/2006
Dividend Frequency
Annually

Expense Ratioas of 01/31/2015

Fund Expense Ratio :

Gross 1.36%

Net 1.01%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge -1.67% 6.14% 14.38% 12.37% - 7.02%
Lipper Category Avg. Multi-Cap Core Funds -2.78% 10.33% 16.00% 14.04% - -
Blended Index -2.29% 10.99% 16.31% 14.49% - 7.11%
w/ sales charge -7.34% 0.05% 12.15% 11.05% - 6.28%

Fund Expense Ratio :

Gross 1.36%

Net 1.01%

Fund Expense Ratio :

Gross 1.36%

Net 1.01%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge 5.26% 5.26% 17.44% 11.85% - 7.31%
Lipper Category Avg. Multi-Cap Core Funds 9.98% 9.98% 19.23% 13.91% - -
Blended Index 9.86% 9.86% 19.17% 14.16% - 7.48%
w/ sales charge -0.78% -0.78% 15.14% 10.53% - 6.56%

Fund Expense Ratio :

Gross 1.36%

Net 1.01%

Investment Team

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

Partner & Chief Investment Officer

27 Years of Industry Experience

Fund Performance Details next tab

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