Lord Abbett Smid-Cap Equity SMA (S:0P00003J24)
70.95
-4.46
(-5.91%)
USD |
Mar 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Silicon Motion Technology Corp. | 2.81% | 113.90 | -2.63% |
| SEI Investments Co. | 2.49% | 77.01 | -1.32% |
| Lincoln Electric Holdings, Inc. | 2.20% | 243.67 | -2.44% |
| East West Bancorp, Inc. | 2.14% | 108.99 | -0.31% |
| American Financial Group, Inc. | 2.11% | 129.71 | 1.51% |
| CACI International, Inc. | 2.11% | 575.63 | 2.58% |
| White Mountains Insurance Group Ltd. | 2.05% | 2169.76 | -0.40% |
| Globus Medical, Inc. | 2.02% | 87.92 | 0.21% |
| Belden, Inc. | 2.01% | 115.05 | -1.34% |
| United Therapeutics Corp. | 1.98% | 564.81 | -0.96% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |