Lord Abbett Micro Cap Fund Quote
| LMVYX Fund | USD 29.66 0.42 1.40% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Lord Abbett is trading at 29.66 as of the 28th of December 2024; that is 1.4 percent decrease since the beginning of the trading day. The fund's open price was 30.08. Lord Abbett has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of July 2024 and ending today, the 28th of December 2024. Click here to learn more.
Under normal conditions, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management teams assessment of their potential or intrinsic value.. More on Lord Abbett Micro Cap
Moving together with Lord Mutual Fund
Lord Mutual Fund Highlights
| Fund Concentration | Lord Abbett Funds, Large Funds, Small Value Funds, Small Value, Lord Abbett (View all Sectors) |
| Update Date | 31st of December 2024 |
Lord Abbett Micro Cap [LMVYX] is traded in USA and was established 28th of December 2024. Lord Abbett is listed under Lord Abbett category by Fama And French industry classification. The fund is listed under Small Value category and is part of Lord Abbett family. This fund now has accumulated 142.71 M in assets with no minimum investment requirementsLord Abbett Micro is currently producing year-to-date (YTD) return of 10.54%, while the total return for the last 3 years was 4.73%.
Check Lord Abbett Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Lord Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Lord Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Lord Abbett Micro Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Lord Abbett Micro Cap Mutual Fund Constituents
| CNTY | Century Casinos | Stock | Consumer Discretionary | |
| EZPW | EZCORP Inc | Stock | Financials | |
| FBC | Flagstar Bancorp | Stock | Financials | |
| ACA | Arcosa Inc | Stock | Industrials | |
| OCFC | OceanFirst Financial Corp | Stock | Financials | |
| ALG | Alamo Group | Stock | Industrials | |
| EME | EMCOR Group | Stock | Industrials | |
| AXS | AXIS Capital Holdings | Stock | Financials |
Lord Abbett Top Holders
| ALFAX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFVX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFFX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFKX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFRX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFTX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFQX | Lord Abbett Alpha | Mutual Fund | Small Growth | |
| ALFCX | Lord Abbett Alpha | Mutual Fund | Small Growth |
Lord Abbett Micro Risk Profiles
| Mean Deviation | 0.9157 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.27 | |||
| Risk Adjusted Performance | (0.01) |
Lord Abbett Against Markets
Other Information on Investing in Lord Mutual Fund
Lord Abbett financial ratios help investors to determine whether Lord Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Lord with respect to the benefits of owning Lord Abbett security.
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