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Lord Abbett Fundamental Equity R3 LAVRX

Quantitative rating as of
  • NAV / 1-Day Return 12.16  /  1.67 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.91%
  • Turnover 50%

Morningstar’s Analysis LAVRX

Will LAVRX 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 R3 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-costliest quintile among peers.

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