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Lord Abbett Small Cap Value P LRSPX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 15.19  /  −0.52 %
  • Total Assets 421.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.390%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment
  • Status Limited
  • TTM Yield
  • Turnover 34%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis LRSPX

Will LRSPX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research


Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings LRSPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD

Permian Resources Corp Class A

3.17 12.7 Mil

CommVault Systems Inc

2.44 9.8 Mil

Belden Inc

2.36 9.5 Mil

Kemper Corp

2.21 8.8 Mil
Financial Services

Brady Corp Class A

2.18 8.7 Mil

Criteo SA ADR

2.17 8.7 Mil
Communication Services

Leonardo DRS Inc

2.15 8.6 Mil

Advanced Energy Industries Inc

2.10 8.4 Mil

Mirion Technologies Inc Ordinary Shares Class A

2.07 8.3 Mil

Avient Corp

1.98 7.9 Mil
Basic Materials