Morningstar

Lord Abbett Value Opportunities Fund Class A LVOAX

Morningstar Medalist Rating
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Medalist Rating as of See Lord Abbett Investment Hub
  • NAV / 1-Day Return $19.64  /  −0.51 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 1.160%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,500
  • Investment Status Open
  • TTM Yield 0.21%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis LVOAX

Will LVOAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Value Opportunities A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LVOAX

More LVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Investments Co

3.12 34M
Financial Services

Lincoln Electric Holdings Inc

2.66 29M
Industrials

Silicon Motion Technology Corp ADR

2.59 28M
Technology

TD Synnex Corp

2.44 27M
Technology

Crane Co

2.29 25M
Industrials

Littelfuse Inc

2.28 25M
Technology

TPG Inc Ordinary Shares - Class A

2.06 22M
Financial Services

Expedia Group Inc

1.99 22M
Consumer Cyclical

Brady Corp Class A

1.98 22M
Industrials

White Mountains Insurance Group Ltd

1.96 21M
Financial Services

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