Skip to Content
Morningstar

Lord Abbett Focused Small Cap Value A LFVAX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 28.86  /  +1.30 %
  • Total Assets 105.6 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.01%
  • Turnover 54%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis LFVAX

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

  • People Pillar

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

Weakness in Lord Abbett Focused Small Cap Value A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LFVAX

More LFVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Brady Corp Class A

3.79 4.2 Mil
Industrials

Leonardo DRS Inc

3.22 3.5 Mil
Industrials

Belden Inc

3.21 3.5 Mil
Technology

Permian Resources Corp Class A

3.16 3.5 Mil
Energy

Compass Diversified Holdings

3.02 3.3 Mil
Industrials

Kemper Corp

2.95 3.2 Mil
Financial Services

Avient Corp

2.92 3.2 Mil
Basic Materials

Advanced Energy Industries Inc

2.89 3.2 Mil
Industrials

Liberty Energy Inc Class A

2.88 3.2 Mil
Energy

Northern Oil & Gas Inc

2.82 3.1 Mil
Energy