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Morningstar

Lord Abbett Value Opportunities C LVOCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.07  /  1.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LVOCX

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

People Pillar

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

Summary

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Weakness in Lord Abbett Value Opportunities C's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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