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Morningstar

Lord Abbett International Value F LIDFX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 8.25  /  +1.23 %
  • Total Assets 418.4 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 3.53%
  • Turnover 46%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LIDFX

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

  • People Pillar

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

Personnel change continues.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Lord Abbett International Value continues to see analyst turnover, which drives its Below Average People rating, while its standard approach earns an Average Process rating.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LIDFX

More LIDFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

4.91 20.2 Mil
Energy

Novartis AG Registered Shares

3.38 13.9 Mil
Healthcare

HSBC Holdings PLC

2.85 11.7 Mil
Financial Services

Sanofi SA

2.82 11.6 Mil
Healthcare

Sumitomo Mitsui Financial Group Inc

2.63 10.8 Mil
Financial Services

BP PLC

2.49 10.2 Mil
Energy

BHP Group Ltd

2.39 9.8 Mil
Basic Materials

Orange SA

2.33 9.6 Mil
Communication Services

Toyota Motor Corp

2.14 8.8 Mil
Consumer Cyclical

Erste Group Bank AG.

2.10 8.6 Mil
Financial Services