Weakness in Lord Abbett Small Cap Value A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 13.18 / 1.57 %
- Total Assets 391.3 Mil
-
Adj. Expense Ratio
1.220%
- Expense Ratio 1.230%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.22%
- Turnover 54%
Morningstar’s Analysis LRSCX
Will LRSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 69
- Bond Holdings 0
- Other Holdings 0
- % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector