Lord Abbett Small Fund Quote
| LRSOX Fund | USD 19.50 0.10 0.52% |
PerformanceVery Weak
| Odds Of DistressLow
|
Lord Abbett is trading at 19.50 as of the 20th of March 2025; that is 0.52% up since the beginning of the trading day. The fund's open price was 19.4. Lord Abbett has about a 22 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. It may invest up to 10 percent of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts . More on Lord Abbett Small
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Lord Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Lord Abbett Funds, Large Funds, Small Value Funds, Small Value Funds, Small Value, Lord Abbett, Large, Small Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Lord Abbett Small [LRSOX] is traded in USA and was established 20th of March 2025. 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. The entity is thematically classified as Small Value Funds. This fund now has accumulated 1.15 B in assets with no minimum investment requirementsLord Abbett Small is currently producing year-to-date (YTD) return of 0.61% with the current yeild of 0.0%, while the total return for the last 3 years was 4.12%.
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 Small 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 Small Mutual Fund Constituents
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| FR | First Industrial Realty | Stock | Real Estate | |
| IDA | IDACORP | Stock | Utilities | |
| LSTR | Landstar System | Stock | Industrials | |
| THO | Thor Industries | Stock | Consumer Discretionary | |
| CMCO | Columbus McKinnon | Stock | Industrials | |
| BOH | Bank of Hawaii | Stock | Financials |
Lord Abbett Small Risk Profiles
| Mean Deviation | 1.04 | |||
| Standard Deviation | 1.55 | |||
| Variance | 2.42 | |||
| Risk Adjusted Performance | (0.18) |
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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