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.
Lord Abbett Value Opportunities Fund Class A LVOAX
- NAV / 1-Day Return 20.03 / +2.51 %
- Total Assets 1.1B
-
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 0.21%
- Turnover 36%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis LVOAX
Will LVOAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Silicon Motion Technology Corp ADR | 6.17 | 70M | Technology |
TechnipFMC PLC | 2.62 | 30M | Energy |
Littelfuse Inc | 2.62 | 30M | Technology |
Lincoln Electric Holdings Inc | 2.47 | 28M | Industrials |
SEI Investments Co | 2.26 | 26M | Financial Services |
Permian Resources Corp Class A | 2.09 | 24M | Energy |
East West Bancorp Inc | 2.08 | 23M | Financial Services |
TD Synnex Corp | 2.07 | 23M | Technology |
White Mountains Insurance Group Ltd | 2.04 | 23M | Financial Services |
United Therapeutics Corp | 2.04 | 23M | Healthcare |
United States