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Lord Abbett Mid Cap Stock R3 LMCRX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 28.92  /  0.45 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.70%
  • Turnover 40%

Morningstar’s Analysis LMCRX

Will LMCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Still needs to prove itself.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lord Abbett Mid Cap Stock’s managers have made portfolio improvements but still need to prove themselves, keeping 10 of 11 share classes at a Morningstar Analyst Rating of Neutral, while the most expensive C shares stay at Negative.

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Portfolio Holdings LMCRX

  • Current Portfolio Date
  • Equity Holdings 67
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.33
25,777,440
Energy
2.32
25,662,526
Industrials
2.26
24,946,132
Financial Services
2.14
23,598,025
Technology
2.12
23,416,412
Industrials
2.12
23,366,246
Industrials
2.07
22,805,328
Consumer Cyclical
1.98
21,838,334
Industrials
1.92
21,192,591
Healthcare