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
+30.99%
+8.24%
4,809.5
Hardware
AEIS
Advanced Energy Industries Inc
85,204
9,812.9
-0.39%
2.630
-0.01%
0.230
+64.85%
+19.66%
5,201.7
Industrial Products
G
Genpact Ltd
168,310
8,957.5
+30.01%
2.400
+0.55%
0.100
-5.74%
+7.70%
8,030.2
Software
WTFC
Wintrust Financial Corp
68,185
8,487.0
+3.64%
2.270
+0.08%
0.100
+32.62%
+6.66%
8,829.4
Banks
CVLT
CommVault Systems Inc
49,612
8,461.8
-38.77%
2.270
-1.24%
0.110
+14.17%
+15.66%
7,771.8
Software
CRTO
Criteo SA
215,226
8,352.9
-0.39%
2.240
-0.01%
0.410
-23.61%
-37.01%
1,324.3
Media - Diversified
TBBK
The Bancorp Inc
146,098
8,155.2
+15.47%
2.190
+0.29%
0.310
+20.30%
+11.91%
2,751.2
Banks
HFWA
Heritage Financial Corp
316,149
7,989.1
-0.39%
2.140
-0.01%
0.930
+15.00%
+6.61%
873.4
Banks
KMPR
Kemper Corp
114,809
7,758.8
-0.39%
2.080
-0.01%
0.180
-1.24%
-3.37%
4,068.8
Insurance
PB
Prosperity Bancshares Inc
100,893
7,744.6
+31.32%
2.080
+0.50%
0.110
+12.64%
-0.32%
7,037.6
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
$14.06
-4.29%
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
$185.93
2.74%
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
$16.39
-50.84%
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
$32.06
-15.19%
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
$13.32
-1.11%
New holding
468,178
468,178
AZTA
Azenta Inc
2025-02-28
New Buy
New Buy
+1.47%
●
42.94 ($49.29) 54.75
$33.23
-32.58%
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
$108.74
7.21%
Sold Out
0
-60,068
TPB
Turning Point Brands Inc
2025-02-28
Reduce
Reduce
-1.36%
●
55.09 ($62.22) 70.33
$73.87
18.72%
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
$63.45
-1.00%
Sold Out
0
-80,145
ACA
Arcosa Inc
2025-02-28
New Buy
New Buy
+1.32%
●
83.88 ($100.12) 109.14
$90.02
-10.09%
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

Discussions on Small-Cap Value Series

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.