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 R5 LIRTX
- NAV / 1-Day Return 8.07 / +0.62 %
- Total Assets 414.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.760%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Foreign Large Value
- Investment Style Large Value
- Min. Initial Investment —
- Status Open
- TTM Yield 3.26%
- Turnover 46%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis LIRTX
Will LIRTX 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 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 |