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Lord Abbett Focused Small Cap Value I LMVYX

Quantitative rating as of
  • NAV / 1-Day Return 28.03  /  1.15 %
  • Total Assets 134.6 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 3.87%
  • Turnover 63%

Morningstar’s Analysis LMVYX

Will LMVYX outperform in future?

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

Summary

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Weakness in Lord Abbett Focused Small Cap Value I's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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