The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Lord Abbett Fundamental Equity P to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 12.14 / 1.68 %
- Total Assets 2.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.160%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.99%
- Turnover 50%
Morningstar’s Analysis LAVPX
Will LAVPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.