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.
- NAV / 1-Day Return 28.03 / 1.15 %
- Total Assets 134.6 Mil
-
Adj. Expense Ratio
- 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.