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Lord Abbett Fundamental Equity P LAVPX

Quantitative rating as of
  • NAV / 1-Day Return 12.14  /  1.68 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.160%
  • 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.

Summary

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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.

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