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Lord Abbett Focused Small Cap Value I LMVYX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 28.41  /  0.18 %
  • Total Assets 109.5 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 54%

Morningstar’s Analysis LMVYX

Will LMVYX outperform in future?

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

Weakness in Lord Abbett Focused Small Cap Value I's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings LMVYX

  • Current Portfolio Date
  • Equity Holdings 44
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 29.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.22
3,555,968
Industrials
3.19
3,523,316
Real Estate
3.11
3,436,540
Financial Services
2.94
3,246,944
Industrials
2.93
3,242,216
Technology
2.85
3,148,308
Technology
2.75
3,035,622
Energy