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Lord Abbett International Value A LIDAX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 7.97  /  +0.65 %
  • Total Assets 416.3 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 3.05%
  • Turnover 46%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis LIDAX

Will LIDAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Heavy analyst turnover.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Heavy analyst turnover at Lord Abbett International Value drops its People rating from Average to Below Average, which leaves most share classes’ Morningstar Medalist Ratings at Neutral but drags its pricier ones to Negative.

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Portfolio Holdings LIDAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Basic Materials

Sanofi SA

3.11 12.0 Mil
Healthcare

Toyota Motor Corp

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Consumer Cyclical

HSBC Holdings PLC

2.67 10.3 Mil
Financial Services

Orange SA

2.36 9.1 Mil
Communication Services

BP PLC

2.20 8.5 Mil
Energy

Imperial Brands PLC

2.20 8.5 Mil
Consumer Defensive

Sumitomo Mitsui Financial Group Inc

2.15 8.3 Mil
Financial Services