LRSVX

About LRSVX

The Lord Abbett Small Cap Value Fund Class R6 is a mutual fund focused on achieving long-term capital appreciation by investing primarily in the equity securities of small U.S. companies. Designed to capitalize on the growth potential of smaller firms, the fund typically targets companies with market capitalizations of less than $1 billion at the time of purchase. It employs a blend of fundamental and quantitative research to identify undervalued stocks that exhibit strong prospects for value appreciation. The fund is well-diversified, holding around 60 individual securities across a broad range of sectors, including financials, industrials, information technology, and consumer-related industries. Managed with an annual net expense ratio of 0.88%, the fund distributes dividends on an annual basis. Since its inception in 2015, it has provided investors exposure to the dynamic small-cap value segment of the U.S. equity market, playing a key role for those seeking to diversify portfolios with access to emerging growth opportunities within smaller, potentially undervalued companies.