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Lord Abbett Affiliated R2 LAFQX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
17.77  /  0.28 %
Total Assets
6.5 Bil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
Low
Longest Manager Tenure
5.28 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.20%
Turnover
63%

USD | NAV as of Jun 11, 2021 | 1-Day Return as of Jun 11, 2021, 9:19 PM GMT+00:00

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Morningstar’s Analysis

Will LAFQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LAFQX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the LAFQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of LAFQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Affiliated Adds Portfolio Manager; Rating Unchanged

Analyst

Analyst Note

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Lord Abbett added Ryan Howard as a comanager on Lord Abbett Affiliated, effective May 15, 2021. He joined Darnell Azeez as the strategy's second qualitative-focused comanager, serving alongside quantitative-focused comanagers Marc Pavese and Servesh Tiwari. Howard joined the firm in 2003 and has been a comanager of Lord Abbett International Value and Lord Abbett Global Equity Research since March 2018 and December 2019, respectively. That said, his track record during his limited tenure is mixed.

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