Morningstar

Lord Abbett Mid Cap Stock Fund Class R2 LMCQX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return$36.80  /  +0.96%
  • Fund Size$1.1B
  • Adjusted Expense Ratio1.360%
  • Net Expense Ratio1.360%
  • Fee Level: DistributionBelow Average
  • Share Class TypeRetirement, Small
  • Morningstar CategoryMid-Cap Value
  • Equity Style Box (Funds)Mid Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.01%
  • Turnover Ratio45%
NAV and 1-Day Return as of

Morningstar’s Analysis LMCQX

Will LMCQX 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 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.

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 LMCQX

More LMCQX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.7
Top 10 Holdings
% Portfolio Weight
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