SC

Small-Cap Value Series | LRSCX

Mutual Fund
LORD ABBETT RESEARCH FUND INC
Last update 2025-06-17 62 Stocks (7 new)
Value $373.00 Mil Turnover 16 %
Countries:
Top Holdings: BDC(2.82%)AEIS(2.63%)G(2.40%)WTFC(2.27%)CVLT(2.27%)
Summary Stock Picks Current Portfolio
Small-Cap Value Series Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BDC
Belden Inc
95,689
10,528.7
-0.39%
2.820
-0.01%
0.240
+28.97%
+8.64%
4,827.7
Hardware
AEIS
Advanced Energy Industries Inc
85,204
9,812.9
-0.39%
2.630
-0.01%
0.230
+59.35%
+22.56%
5,327.5
Industrial Products
G
Genpact Ltd
168,310
8,957.5
+30.01%
2.400
+0.55%
0.100
-6.11%
+5.31%
7,851.9
Software
WTFC
Wintrust Financial Corp
68,185
8,487.0
+3.64%
2.270
+0.08%
0.100
+32.10%
+7.40%
8,891.0
Banks
CVLT
CommVault Systems Inc
49,612
8,461.8
-38.77%
2.270
-1.24%
0.110
+10.45%
+12.37%
7,550.5
Software
CRTO
Criteo SA
215,226
8,352.9
-0.39%
2.240
-0.01%
0.410
-15.11%
-40.07%
1,260.0
Media - Diversified
TBBK
The Bancorp Inc
146,098
8,155.2
+15.47%
2.190
+0.29%
0.310
+43.99%
+23.77%
3,042.7
Banks
HFWA
Heritage Financial Corp
316,149
7,989.1
-0.39%
2.140
-0.01%
0.930
+22.57%
+7.11%
877.5
Banks
KMPR
Kemper Corp
114,809
7,758.8
-0.39%
2.080
-0.01%
0.180
+7.47%
-5.60%
3,974.7
Insurance
PB
Prosperity Bancshares Inc
100,893
7,744.6
+31.32%
2.080
+0.50%
0.110
+14.56%
+0.62%
7,104.3
Banks

Small-Cap Value Series's Historical Top Holdings Breakdowns

Small-Cap Value Series's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PR
Permian Resources Corp
2025-02-28
Reduce
Reduce
-1.77%
●
13.52 ($14.69) 16
$13.91
-5.31%
Reduce -65.21%
261,132
-489,552
GPOR
Gulfport Energy Corp
2025-02-28
New Buy
New Buy
+1.73%
●
165.52 ($180.98) 196.22
$189.42
4.66%
New holding
37,912
37,912
CMCO
Columbus McKinnon Corp
2025-02-28
Sold Out
Sold Out
-1.68%
●
17.43 ($33.34) 40.59
$15.78
-52.67%
Sold Out
0
-185,327
SMPL
The Simply Good Foods Co
2025-02-28
New Buy
New Buy
+1.58%
●
32.98 ($37.8) 39.9
$34.05
-9.92%
New holding
156,319
156,319
MRC
MRC Global Inc
2025-02-28
New Buy
New Buy
+1.53%
●
12.14 ($13.47) 15.27
$13.14
-2.45%
New holding
468,178
468,178
AZTA
Azenta Inc
2025-02-28
New Buy
New Buy
+1.47%
●
42.94 ($49.29) 54.75
$32.23
-34.61%
New holding
125,347
125,347
EXE
Expand Energy Corp
2025-02-28
Sold Out
Sold Out
-1.37%
●
94.32 ($101.43) 107.78
$109.58
8.04%
Sold Out
0
-60,068
TPB
Turning Point Brands Inc
2025-02-28
Reduce
Reduce
-1.36%
●
55.09 ($62.22) 70.33
$74.61
19.91%
Reduce -51.64%
89,245
-95,290
TMHC
Taylor Morrison Home Corp
2025-02-28
Sold Out
Sold Out
-1.36%
●
59.11 ($64.09) 73.87
$64.53
0.69%
Sold Out
0
-80,145
ACA
Arcosa Inc
2025-02-28
New Buy
New Buy
+1.32%
●
83.88 ($100.12) 109.14
$89.34
-10.77%
New holding
58,858
58,858

Small-Cap Value Series Total Holding History ($B)

To

Small-Cap Value Series's Asset Allocation

To

Small-Cap Value Series Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Small-Cap Value Series's Hypothetical Growth since 2025-02-28

Small-Cap Value Series's Yearly Returns

Year Portfolio % % Excess Gain %

Small-Cap Value Series's Holdings Heat Map

Size field:

Small-Cap Value Series's Holdings Bubble Chart

Small-Cap Value Series News

  • 1

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