About LRSRX
The Lord Abbett Small Cap Value Fund Class R3 is a mutual fund that primarily invests in stocks of small U.S. companies, with a focus on those considered undervalued relative to their peers. Its objective is to achieve long-term capital growth by taking advantage of opportunities in the small-cap value segment, often targeting firms with strong fundamentals and favorable valuations. The fund’s portfolio is diversified across multiple sectors, including financials, industrials, information technology, health care, and real estate, providing broad exposure within the small-cap universe.
As of January 2025, the fund holds 64 securities, with notable allocations to companies such as Belden Inc, Advanced Energy Industries, and Wintrust Financial Corp. It maintains an annual dividend distribution and operates with a gross expense ratio of 1.44%. Managed by an experienced investment team, the fund aims to capitalize on the growth potential and resilience of small-cap companies, making it a widely recognized option for investors seeking exposure to this segment of the equity market.
Fund Family Lord Abbett
Category Small Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LRSRX
Share Class Class R3
Index Russell 2000 Value TR
LRSRX had a total return of 18.69% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.93%.
