Morningstar

Lord Abbett Focused Small Cap Value F LFSFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 33.51  /  −0.42 %
  • Total Assets 98.9M
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.01%
  • Turnover 77%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:18 AM GMT+0

Morningstar’s Analysis LFSFX

Will LFSFX outperform in the 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 LFSFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Focused Small Cap Value F holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LFSFX

More LFSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silicon Motion Technology Corp ADR

6.41 6M
Technology

Littelfuse Inc

4.57 4M
Technology

Element Solutions Inc

4.00 4M
Basic Materials

Fortrea Holdings Inc

3.56 3M
Healthcare

WillScot Holdings Corp Ordinary Shares - Class A

3.50 3M
Industrials

Landstar System Inc

3.47 3M
Industrials

TriMas Corp

3.08 3M
Consumer Cyclical

Marex Group PLC

2.96 3M
Financial Services

Chord Energy Corp Ordinary Shares - New

2.91 3M
Energy

Griffon Corp

2.91 3M
Industrials

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