Morningstar

Lord Abbett Mid Cap Stock Fund Class R6 LMCHX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $37.18  /  +0.65 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.680%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.65%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis LMCHX

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

  • People Pillar

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

A fair quality-value approach to mid-cap stocks.

Analyst Katherine Wu

Katherine Wu

Analyst

Summary

Lord Abbett Mid Cap Stock pairs an experienced team with a reasonable investment process, but neither offers a clear edge. It retains Average People and Process ratings.

by Katherine Wu
Rated on Published on

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Portfolio Holdings LMCHX

More LMCHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
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