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Morningstar

Lord Abbett Mid Cap Stock R2 LMCQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 30.31  /  0.83 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.65%
  • Turnover 40%

USD | NAV as of Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 11:15 PM GMT+0

Morningstar’s Analysis LMCQX

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

People Pillar

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

Signs of improvement overshadowed by poor track record.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Mid Cap Stock is showing signs of a turnaround, but past performance struggles cast a long shadow. Investors can find better alternatives.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LMCQX

More LMCQX Holdings
  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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