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Morningstar

Lord Abbett Small Cap Value R2 LRSQX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 14.96  /  +1.36 %
  • Total Assets 418.0 Mil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.540%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LRSQX

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

  • People Pillar

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

Weakness in Lord Abbett Small Cap Value R2's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LRSQX

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

Permian Resources Corp Class A

3.17 12.7 Mil
Energy

CommVault Systems Inc

2.44 9.8 Mil
Technology

Belden Inc

2.36 9.5 Mil
Technology

Kemper Corp

2.21 8.8 Mil
Financial Services

Brady Corp Class A

2.18 8.7 Mil
Industrials

Criteo SA ADR

2.17 8.7 Mil
Communication Services

Leonardo DRS Inc

2.15 8.6 Mil
Industrials

Advanced Energy Industries Inc

2.10 8.4 Mil
Industrials

Mirion Technologies Inc Ordinary Shares Class A

2.07 8.3 Mil
Industrials

Avient Corp

1.98 7.9 Mil
Basic Materials