Morningstar

Lord Abbett Focused Large Cap Value Fund Class R3 LQFLX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $16.27  /  −0.67 %
  • Fund Size $166.7M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.03%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis LQFLX

Will LQFLX outperform in the 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 LQFLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Focused Large Cap Value R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings LQFLX

More LQFLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Investments Co

5.05 8M
Financial Services

IQVIA Holdings Inc

4.98 8M
Healthcare

Microsoft Corp

4.92 8M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.83 8M
Technology

Alphabet Inc Class A

4.82 8M
Communication Services

JPMorgan Chase & Co

4.23 7M
Financial Services

Amphenol Corp Class A

4.05 7M
Technology

ASML Holding NV ADR

3.81 6M
Technology

Novartis AG ADR

3.77 6M
Healthcare

Aon PLC Class A

3.76 6M
Financial Services

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