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.
Lord Abbett International Value C LIDCX
- NAV / 1-Day Return 7.66 / +0.13 %
- Total Assets 402.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.760%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment 1,500
- Status Open
- TTM Yield 2.25%
- Turnover 46%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis LIDCX
Will LIDCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Shell PLC ADR (Representing - Ordinary Shares) | 4.46 | 17.3 Mil | Energy |
Novartis AG Registered Shares | 3.75 | 14.5 Mil | Healthcare |
Toyota Motor Corp | 3.43 | 13.3 Mil | Consumer Cyclical |
Sanofi SA | 2.91 | 11.3 Mil | Healthcare |
BHP Group Ltd | 2.86 | 11.1 Mil | Basic Materials |
HSBC Holdings PLC | 2.67 | 10.4 Mil | Financial Services |
Sumitomo Mitsui Financial Group Inc | 2.32 | 9.0 Mil | Financial Services |
Orange SA | 2.30 | 8.9 Mil | Communication Services |
CRH PLC | 2.24 | 8.7 Mil | Basic Materials |
AXA SA | 2.18 | 8.5 Mil | Financial Services |