LRSTX – Fund Analysis – Lord Abbett Small Cap Value R5 | Morningstar

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Will LRSTX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LRSTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Weakness in Lord Abbett Small Cap Value R5's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research

Rated on Apr 30, 2024 Published on Apr 30, 2024

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