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Morningstar

Lord Abbett Value Opportunities A LVOAX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 16.26  /  0.06 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.59%
  • Turnover 40%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis LVOAX

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

People Pillar

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

Weakness in Lord Abbett Value Opportunities A'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 second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LVOAX

More LVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings 70
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

2.55
32,600,494
Industrials

Molina Healthcare Inc

2.34
29,825,100
Healthcare

AerCap Holdings NV

2.22
28,376,116
Industrials

Chesapeake Energy Corp Ordinary Shares - New

2.18
27,810,103
Energy

Booz Allen Hamilton Holding Corp Class A

2.18
27,783,138
Industrials

CommVault Systems Inc

2.14
27,312,906
Technology

Steris PLC

2.06
26,318,076
Healthcare

Masonite International Corp

1.92
24,529,939
Industrials

Allegion PLC

1.91
24,363,791
Industrials

Entegris Inc

1.89
24,164,615
Technology