Morningstar

Lord Abbett International Value Fund Class A LIDAX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $11.64  /  −1.19 %
  • Fund Size $533.3M
  • Adjusted Expense Ratio 0.980%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 2.38%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis LIDAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett International Value A 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
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Portfolio Holdings LIDAX

More LIDAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

3.44 18M
Energy

BHP Group Ltd

3.37 18M
Basic Materials

HSBC Holdings PLC

2.83 15M
Financial Services

NN Group NV

2.44 13M
Financial Services

ING Groep NV

2.41 13M
Financial Services

Unilever PLC

2.15 11M
Consumer Defensive

Sumitomo Mitsui Financial Group Inc

2.12 11M
Financial Services

Enel SpA

2.08 11M
Utilities

Novartis AG Registered Shares

2.06 11M
Healthcare

Mizuho Financial Group Inc

1.95 10M
Financial Services

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