Skip to Content
Morningstar

Lord Abbett International Value R4 LIRSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 7.77  /  +1.17 %
  • Total Assets 402.2 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Foreign Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.99%
  • Turnover 46%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis LIRSX

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

  • People Pillar

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

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.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LIRSX

More LIRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC ADR (Representing - Ordinary Shares)

4.53 18.6 Mil
Energy

Novartis AG Registered Shares

3.32 13.6 Mil
Healthcare

Toyota Motor Corp

2.96 12.1 Mil
Consumer Cyclical

Sanofi SA

2.84 11.7 Mil
Healthcare

HSBC Holdings PLC

2.39 9.8 Mil
Financial Services

Sumitomo Mitsui Financial Group Inc

2.35 9.6 Mil
Financial Services

BHP Group Ltd

2.27 9.3 Mil
Basic Materials

Orange SA

2.25 9.2 Mil
Communication Services

BP PLC

2.25 9.2 Mil
Energy

AXA SA

2.18 9.0 Mil
Financial Services