LGCAX | Global Equity Research Fund Class A | Lord Abbett
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Global Equity Research Fund

Summary

Summary

What is the Global Equity Research Fund ?

The Fund seeks long-term growth of capital by investing in stocks of both U.S. and non-U.S. companies.

Fund Basicsas of 09/30/2021

Total Net Assets
$10.62 M
Inception Date
01/19/2017
Dividend Frequency
Annually
Number of Holdings
88
Minimum Initial Investment
$1,500+

Expense Ratioas of 09/30/2021

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 9.24% 29.75% 13.44% - - 13.85%
Lipper Category Avg. Global Multi-Cap Growth Fds 9.22% 26.81% 17.15% - - -
MSCI All Country World Index - Net 11.12% 27.44% 12.58% - - 13.28%
w/ sales charge 2.97% 22.28% 11.21% - - 12.42%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 9.24% 29.75% 13.44% - - 13.85%
Lipper Category Avg. Global Multi-Cap Growth Fds 9.22% 26.81% 17.15% - - -
MSCI All Country World Index - Net 11.12% 27.44% 12.58% - - 13.28%
w/ sales charge 2.97% 22.28% 11.21% - - 12.42%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

Countryas of 09/30/2021View Portfolio

Country Assets
United States 55.9%
France 6.5%
Japan 5.7%
Netherlands 4.3%
United Kingdom 4.3%
Canada 2.9%
Switzerland 2.9%
Republic of Korea 2.6%
Cash 2.6%
India 2.1%
Denmark 2.1%
Bermuda 1.7%
Taiwan 1.3%
Cayman Islands 1.3%
Spain 1.1%
Brazil 1.0%
Mexico 0.9%
Germany 0.8%
Region Weighting Fund Change from Previous Quarter
Americas arrowDown5.0%
Europe ex-U.K. arrowUp1.7%
Asia/Pacific arrowUp0.8%
Japan arrowDown0.2%
United Kingdom arrowUp2.1%
Cash arrowUp0.5%

INVESTMENT TEAM

Servesh Tiwari
Servesh Tiwari, CFA

Portfolio Manager

14 Years of Industry Experience

Ryan C. Howard
Ryan C. Howard, CFA

Portfolio Manager

18 Years of Industry Experience

Supported By 31 Investment Professionals with 20 Years Avg. Industry Experience

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Performance

Performance

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 9.24% 29.75% 13.44% - - 13.85%
Lipper Category Avg. Global Multi-Cap Growth Fds 9.22% 26.81% 17.15% - - -
MSCI All Country World Index - Net 11.12% 27.44% 12.58% - - 13.28%
w/ sales charge 2.97% 22.28% 11.21% - - 12.42%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

YTD 1-YR 3-YR 5-YR 10-YR Since Inception 01/18/2017
w/o sales charge 9.24% 29.75% 13.44% - - 13.85%
Lipper Category Avg. Global Multi-Cap Growth Fds 9.22% 26.81% 17.15% - - -
MSCI All Country World Index - Net 11.12% 27.44% 12.58% - - 13.28%
w/ sales charge 2.97% 22.28% 11.21% - - 12.42%

Fund Expense Ratio :

Gross 4.32%

Net 0.90%

Year Fund Returns MSCI All Country World Index - Net
2020 23.57% 16.26%
2019 26.22% 26.60%
2018 -9.47% -9.42%
2017 19.24% 23.97%
Year Q1 Q2 Q3 Q4 Yearly Returns
2021 4.69% 7.36% -2.80% - 13.80%
2020 -21.78% 21.84% 9.18% 18.77% 23.57%
2019 12.87% 2.46% -0.09% 9.23% 26.22%
2018 1.42% -0.26% 4.47% -14.33% -9.47%
2017 - 4.66% 5.10% 5.15% 19.24%

NAV Historical Prices

Date Net Asset Value

Portfolio

Portfolio

Countryas of 09/30/2021

Country Assets
United States 55.9%
France 6.5%
Japan 5.7%
Netherlands 4.3%
United Kingdom 4.3%
Canada 2.9%
Switzerland 2.9%
Republic of Korea 2.6%
Cash 2.6%
India 2.1%
Denmark 2.1%
Bermuda 1.7%
Taiwan 1.3%
Cayman Islands 1.3%
Spain 1.1%
Brazil 1.0%
Mexico 0.9%
Germany 0.8%
Region Weighting Fund Change from Previous Quarter
Americas arrowDown5.0%
Europe ex-U.K. arrowUp1.7%
Asia/Pacific arrowUp0.8%
Japan arrowDown0.2%
United Kingdom arrowUp2.1%
Cash arrowUp0.5%

Portfolio Details as of 09/30/2021

Total Net Assets
$10.62 M

Fees & Expenses

Fees & Expenses

Sales Charge Schedule as of 10/15/2021

  Sales Charge Dealer's Concession Prices at Breakpoint
Less than $50,000 5.75% 5.00% $17.24
$50,000 to $99,999 4.75% 4.00% $17.06
$100,000 to $249,999 3.95% 3.25% $16.92
$250,000 to $499,999 2.75% 2.25% $16.71
$500,000 to $999,999 1.95% 1.75% $16.57
$1,000,000 to $5,000,000 0.00% 1.00% $16.25

EXPENSE RATIOas of 09/30/2021

Fund Documents

Fund Documents

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Portfolio Holdings 1Q
Publish Date:11/03/2015
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Class A  Except as noted below, returns with sales charges reflect a maximum sales charge of 5.75% for equity funds, 2.25% for all tax-free income funds, fixed income funds and multi-asset class funds. There are also ongoing 12b-1 service fees (and, in certain cases, distribution fees).

Class A Shares purchased subject to a front-end sales charge have no contingent deferred sales charge (CDSC). However, certain purchases of Class A shares made without a front-end sales charge may be subject to a CDSC of 1% if the shares are redeemed before the first day of the month in which the one year anniversary of the purchase falls. The CDSC is not reflected in the performance with maximum sales charge.

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