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Morningstar

Lord Abbett Micro Cap Growth I LMIYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.54  /  1.50 %
  • Total Assets 231.2 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.120%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 87%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis LMIYX

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

People Pillar

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

Summary

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Lord Abbett Micro Cap Growth I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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