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 04/30/2015

Total Net Assets
$284.42 M
Inception Date
06/30/2006
Dividend Frequency
Annually

Expense Ratioas of 04/30/2015

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 4.18% 9.50% 14.46% 11.07% - 7.52%
Lipper Category Avg. Multi-Cap Core Funds 2.32% 10.55% 15.79% 12.64% - -
Blended Index 3.31% 11.13% 16.13% 13.39% - 7.59%
w/ sales charge -1.82% 3.18% 12.22% 9.76% - 6.80%

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 3.61% 7.56% 13.98% 11.41% - 7.53%
Lipper Category Avg. Multi-Cap Core Funds 2.08% 10.00% 15.37% 13.06% - -
Blended Index 2.28% 10.39% 15.42% 13.52% - 7.54%
w/ sales charge -2.36% 1.38% 11.76% 10.09% - 6.80%

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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