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Morningstar

Lord Abbett Small Cap Value R3 LRSRX

Morningstar Analyst Rating
Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 12.70  /  0.94 %
  • Total Assets 423.9 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 78%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis LRSRX

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

People Pillar

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

Summary

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Weakness in Lord Abbett Small Cap Value R3's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative 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-highest quintile among peers.

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