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Lord Abbett Fundamental Equity A LDFVX

Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.53  /  0.71 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 1.11%
  • Turnover 50%

Morningstar’s Analysis LDFVX

Will LDFVX 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 A to a Morningstar Quantitative Rating of Neutral. 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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