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Morningstar

Lord Abbett Mid Cap Stock R3 LMCRX

Morningstar Medalist Rating
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%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis LMCRX

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

People Pillar

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

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.

by Drew Carter
Rated on Published on

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Portfolio Holdings LMCRX

More LMCRX Holdings
  • 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

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2.33
25,777,440
Energy

Parker Hannifin Corp

2.32
25,662,526
Industrials

KKR & Co Inc Ordinary Shares

2.26
24,946,132
Financial Services

NetApp Inc

2.14
23,598,025
Technology

Masco Corp

2.12
23,416,412
Industrials

EMCOR Group Inc

2.12
23,366,246
Industrials

Caesars Entertainment Inc

2.07
22,805,328
Consumer Cyclical

Chesapeake Energy Corp Ordinary Shares - New

2.02
22,265,929
Energy

AerCap Holdings NV

1.98
21,838,334
Industrials

Cencora Inc

1.92
21,192,591
Healthcare