Morningstar

Lord Abbett Global Equity Fund Class R3 LGCRX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $21.48  /  −2.10 %
  • Fund Size $382.4M
  • Adjusted Expense Ratio 1.150%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.27%
  • Turnover Ratio 61%
NAV and 1-Day Return as of

Morningstar’s Analysis LGCRX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Global Equity R3 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 LGCRX

More LGCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.42 29M
Technology

Alphabet Inc Class A

4.76 19M
Communication Services

Microsoft Corp

4.62 18M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

4.41 17M
Technology

Amazon.com Inc

4.04 16M
Consumer Cyclical

Broadcom Inc

2.95 12M
Technology

Asia Vital Components Co Ltd

2.64 10M
Technology

SITC International Holdings Co Ltd

2.06 8M
Industrials

JPMorgan Chase & Co

2.02 8M
Financial Services

SEI Investments Co

2.00 8M
Financial Services

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