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Morningstar

Lord Abbett Focused Small Cap Value I LMVYX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis LMVYX

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

People Pillar

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

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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