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Morningstar

Lord Abbett Global Equity F LGCFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 16.00  /  −0.50 %
  • Total Assets 27.4 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.88%
  • Turnover 55%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LGCFX

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

  • People Pillar

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

Lord Abbett Global Equity F's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LGCFX

More LGCFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.61 1.1 Mil
Technology

NVIDIA Corp

4.54 1.1 Mil
Technology

Alphabet Inc Class A

4.16 973,046
Communication Services

Meta Platforms Inc Class A

4.02 941,054
Communication Services

Amazon.com Inc

2.96 692,659
Consumer Cyclical

Visa Inc Class A

2.55 596,115
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd

2.37 555,950
Technology

JPMorgan Chase & Co

1.99 464,896
Financial Services

Novo Nordisk A/S Class B

1.95 457,358
Healthcare

Shell PLC

1.87 437,898
Energy