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 02/27/2015

Total Net Assets
$284.80 M
Inception Date
06/30/2006
Dividend Frequency
Annually

Expense Ratioas of 02/28/2015

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 4.18% 6.89% 14.82% 13.03% - 7.67%
Lipper Category Avg. Multi-Cap Core Funds 2.84% 11.29% 16.58% 14.57% - -
Blended Index 3.40% 12.00% 16.81% 15.16% - 7.75%
w/ sales charge -1.82% 0.73% 12.57% 11.70% - 6.94%

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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