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 03/31/2016

Total Net Assets
$260.61 M
Inception Date
06/30/2006
Dividend Frequency
Annually

Expense Ratioas of 04/30/2016

Fund Expense Ratio :

Gross 1.38%

Net 1.04%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge -0.47% -4.63% 7.93% 6.41% - 6.22%
Lipper Category Avg. Multi-Cap Core Funds 0.90% -3.51% 8.98% 8.53% - -
Blended Index 1.37% -1.52% 9.43% 9.25% - 6.62%
w/ sales charge -6.18% -10.13% 5.81% 5.16% - 5.58%

Fund Expense Ratio :

Gross 1.38%

Net 1.04%

Fund Expense Ratio :

Gross 1.38%

Net 1.04%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 06/30/2006
w/o sales charge -1.11% -4.72% 8.36% 6.93% - 6.20%
Lipper Category Avg. Multi-Cap Core Funds 0.42% -3.87% 9.24% 9.03% - -
Blended Index 0.39% -1.49% 9.87% 9.78% - 6.58%
w/ sales charge -6.78% -10.20% 6.23% 5.67% - 5.56%

Fund Expense Ratio :

Gross 1.38%

Net 1.04%

Investment Team

martini
Giulio Martini

Director of Strategic Asset Allocation

31 Years of Industry Experience

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

Partner & Chief Investment Officer

29 Years of Industry Experience

Robert A. Lee
Robert A. Lee

Partner & Deputy Chief Investment Officer

25 Years of Industry Experience

Fund Performance Details next tab

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