LRSCX – Fund Analysis – Lord Abbett Small Cap Value A | Morningstar

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Will LRSCX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

| Feb 27, 2023

Weakness in Lord Abbett Small Cap Value A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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