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Lord Abbett Dividend Growth C LAMCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Lord Abbett Investment Hub

Morningstar’s Analysis LAMCX

Will LAMCX 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 LAMCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LAMCX 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 LAMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lord Abbett Comanager Steps Off Two Value Strategies; Ratings Unchanged

null Drew Carter

Drew Carter

Analyst Note

Servesh Tiwari will leave Lord Abbett for another firm on July 7, Lord Abbett announced. He will no longer comanage Lord Abbett Affiliated LAFVX and Lord Abbett Dividend Growth LAMYX as a result. Tiwari joined both funds as comanager in August 2019, serving primarily in a quantitative role to help lead manager Darnell Azeez and his comanagers with risk management and providing data to assist with portfolio construction. His duties will be absorbed by Azeez and other comanagers for each strategy, plus members of the quant team. Because Tiwari played a minor role on these strategies, his departure and the lack of replacement do not affect the strategies’ Average People ratings or their Morningstar Medalist Ratings.

by Drew Carter
Published on

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