LMCTX Performance — Lord Abbett Mid Cap Stock Fund INC, Class R5
Data updated: 2026-08-28
LMCTX returned +13.98% year to date and +23.43% over one year to Jun 2026. Annualised returns are +15.39% over 3 years and +9.65% over 5 years. The fund beat its US Mid-Cap Value category average: $100 invested three years ago grew to $154, against $148 for the category, and to $123 over one year, against $120. Volatility over the past three years was 14.52% a year. In the 12 months to Jun 2026 the fund lost a net $60.8M, and assets reached $1.20B.
LMCTX Growth of $100
What $100 invested in Lord Abbett Mid Cap Stock Fund INC grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Value category average over the same months.
| Period | LMCTX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $123 | $120 |
| 3 years (Jul 2023 – Jun 2026) | $154 | $148 |
| 5 years (Jul 2021 – Jun 2026) | $158 | $154 |
| Since data start (Jul 2019 – Jun 2026) | $208 | $212 |
LMCTX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.98% |
| 1 year | +23.43% |
| 3 years (annualised) | +15.39% |
| 5 years (annualised) | +9.65% |
LMCTX Annual Returns
Calendar-year total returns of Lord Abbett Mid Cap Stock Fund INC, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.98% |
| 2025 | +7.52% |
| 2024 | +15.32% |
| 2023 | +15.82% |
| 2022 | −10.85% |
| 2021 | +29.22% |
| 2020 | +2.99% |
| 2019 (Jul–Dec) | +7.03% |
LMCTX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.3% | +2.8% | −5.5% | +10.1% | +0.1% | +3.2% | — | — | — | — | — | — |
| 2025 | +4.3% | −3.0% | −5.0% | −3.3% | +3.4% | +3.2% | +1.6% | +2.4% | +1.7% | −0.9% | +3.3% | −0.1% |
| 2024 | +0.2% | +5.4% | +5.3% | −5.4% | +3.9% | −2.3% | +5.3% | +2.1% | +1.3% | −0.9% | +7.0% | −6.6% |
| 2023 | +7.2% | −1.8% | −3.4% | +0.8% | −4.0% | +8.3% | +3.7% | −1.4% | −4.5% | −3.9% | +8.9% | +6.3% |
| 2022 | −4.7% | +0.6% | +0.7% | −6.7% | +2.5% | −10.2% | +7.8% | −2.5% | −9.0% | +10.6% | +5.9% | −4.0% |
| 2021 | 0.0% | +6.9% | +6.7% | +5.8% | +0.6% | −2.0% | +0.1% | +2.3% | −2.5% | +5.3% | −2.8% | +6.4% |
| 2020 | −2.9% | −9.6% | −20.8% | +13.1% | +5.0% | +1.3% | +2.7% | +1.5% | −4.1% | +2.0% | +15.2% | +4.6% |
| 2019 | — | — | — | — | — | — | +1.5% | −4.3% | +4.5% | −0.3% | +2.7% | +3.0% |
LMCTX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.52%
- 3-year Sharpe ratio: 0.75 (vs 4.5% risk-free rate)
- Best month: +10.07% (Apr 2026)
- Worst month: −6.63% (Dec 2024)
LMCTX Fund Flows
Monthly money in and out of Lord Abbett Mid Cap Stock Fund INC, from SEC Form N-PORT.
- 12-month net flow: −$60.8M
- 12-month gross sales (incl. reinvestments): $118.9M
- Sales ÷ redemptions: 0.66×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $3.8M | $18.9M | −$15.0M |
| May 2026 | $2.8M | $13.2M | −$10.5M |
| Apr 2026 | $7.4M | $16.8M | −$9.4M |
| Mar 2026 | $3.0M | $12.5M | −$9.5M |
| Feb 2026 | $3.0M | $12.1M | −$9.2M |
| Jan 2026 | $3.8M | $14.6M | −$10.9M |
| Dec 2025 | $35.9M | $17.8M | $18.1M |
| Nov 2025 | $2.5M | $12.3M | −$9.8M |
| Oct 2025 | $4.1M | $16.8M | −$12.7M |
| Sep 2025 | $4.3M | $12.4M | −$8.2M |
| Aug 2025 | $2.5M | $15.3M | −$12.9M |
| Jul 2025 | $46.0M | $16.9M | $29.1M |
LMCTX Assets Under Management
Net assets of Lord Abbett Mid Cap Stock Fund INC by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.20B |
| 2026-03-31 | $1.09B |
| 2025-12-31 | $1.11B |
| 2025-09-30 | $1.13B |
| 2025-06-30 | $1.10B |
| 2025-03-31 | $1.09B |
| 2024-12-31 | $1.16B |
| 2024-09-30 | $1.21B |
| 2024-06-30 | $1.14B |
| 2024-03-31 | $1.22B |
| 2023-12-31 | $1.12B |
| 2023-09-30 | $1.04B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.