Morningstar

Lord Abbett Mid Cap Stock Fund Class I LMCYX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $36.71  /  +0.69 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis LMCYX

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

  • People Pillar

    The People Pillar is our evaluation of the LMCYX 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 LMCYX’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 LMCYX

More LMCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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SEI Investments Co

2.78 32M
Financial Services

United Therapeutics Corp

2.49 29M
Healthcare

TD Synnex Corp

2.48 28M
Technology

CDW Corp

2.46 28M
Technology

AerCap Holdings NV

2.44 28M
Industrials

Assurant Inc

2.41 28M
Financial Services

IQVIA Holdings Inc

2.30 26M
Healthcare

Teledyne Technologies Inc

2.21 25M
Technology

Permian Resources Corp Class A

2.18 25M
Energy

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