Nasdaq - Delayed Quote USD

Lord Abbett Focused Small Cap Value R6 (LMVWX)

27.11
+1.07
+(4.11%)
At close: 8:01:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.59%
5y Average Return 14.04%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (May 9, 2025) 27.54%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 27.54%
Worst 3Y Total Return 2.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LMVWX
Category
YTD
-13.60%
26.79%
1-Month
-4.91%
-1.77%
3-Month
-14.88%
4.45%
1-Year
-1.03%
71.02%
3-Year
1.94%
9.35%
5-Year
14.20%
12.17%
10-Year
7.26%
9.95%
Last Bull Market
23.08%
28.07%
Last Bear Market
-16.50%
-24.24%

Annual Total Return (%) History

Year
LMVWX
Category
2025
--
--
2024
10.50%
--
2023
13.93%
--
2022
-15.06%
--
2021
27.54%
--
2020
8.62%
4.02%
2019
--
21.43%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.13% -- -- --
2024 3.39% -1.79% 7.26% 1.46%
2023 2.42% 4.15% -4.02% 11.28%
2022 -5.03% -16.50% -4.54% 12.21%
2021 19.33% 3.80% -3.24% 6.41%
2020 -42.24% 34.40% 0.88% 38.69%
2019 -3.29% 10.08% -- --

Rank in Category (By Total Return)

YTD 76
1-Month 67
3-Month 70
1-Year 45
3-Year 69
5-Year 40

Load Adjusted Returns

1-Year -1.03%
3-Year 1.94%
5-Year 14.20%
10-Year 7.26%

Performance & Risk

YTD Return -12.59%
5y Average Return 14.04%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Lord Abbett
Net Assets 82.26M
YTD Return -13.60%
Yield 0.00%
Morningstar Rating
Inception Date Jun 28, 2019

Fund Summary

Under normal conditions, the fund invests at least 80% 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 team's assessment of their potential or intrinsic value.

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