Lord Abbett Focused Small Cap Value Fund;I

Frequently Asked Questions About LMVYX

What does LMVYX invest in?

The Fund seeks long-term capital appreciation by investing at least 80% of its assets in equity securities of companies with market capitalizations of less than $350 million at the time of purchase. The Fund will invest in micro-cap companies that appear to be undervalued.

What is the expense ratio of LMVYX?

Lord Abbett Focused Small Cap Value Fund;I (LMVYX) charges an expense ratio of 1.03%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LMVYX?

Lord Abbett Focused Small Cap Value Fund;I (LMVYX) manages $90.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is LMVYX actively managed or an index fund?

LMVYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LMVYX launched?

Lord Abbett Focused Small Cap Value Fund;I (LMVYX) launched in July 1999 and is managed by Lord Abbett.

How has LMVYX performed?

LMVYX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.