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Morningstar

Lord Abbett Affiliated R2 LAFQX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 15.87  /  0.06 %
  • Total Assets 5.6 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.060%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.45%
  • Turnover 53%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis LAFQX

Will LAFQX outperform in future?

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

Process Pillar

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

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

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

Changes have been made, but the jury is still out.

Analyst

Summary

| by Drew Carter

Lord Abbett Affiliated’s team and process are still settling in, warranting a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Investor