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Lord Abbett Value Opportunities C LVOCX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 14.88  /  +0.68 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.910%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield
  • Turnover 19%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis LVOCX

Will LVOCX outperform in future?

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

Weakness in Lord Abbett Value Opportunities C'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 most expensive quintile among peers.

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Portfolio Holdings LVOCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Molina Healthcare Inc

2.37 29.0 Mil
Healthcare

AerCap Holdings NV

2.22 27.2 Mil
Industrials

CommVault Systems Inc

2.22 27.1 Mil
Technology

TPG Inc Ordinary Shares - Class A

2.20 26.9 Mil
Financial Services

Allegion PLC

2.09 25.6 Mil
Industrials

Steris PLC

2.03 24.8 Mil
Healthcare

Chesapeake Energy Corp Ordinary Shares - New

2.01 24.6 Mil
Energy

EMCOR Group Inc

1.95 23.8 Mil
Industrials

Avery Dennison Corp

1.91 23.3 Mil
Consumer Cyclical

Entegris Inc

1.88 23.0 Mil
Technology