Morningstar

Lord Abbett Focused Small Cap Value C LFVCX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 31.30  /  −0.95 %
  • Total Assets 98.8M
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.030%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

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

Morningstar’s Analysis LFVCX

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

  • People Pillar

    The People Pillar is our evaluation of the LFVCX 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 LFVCX’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 C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LFVCX

More LFVCX 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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