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Lord Abbett Small Cap Value R3 LRSRX

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%

Morningstar’s Analysis LRSRX

Will LRSRX outperform in future?

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

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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