Advertisement
Skip to Content

Lord Abbett Value Opportunities R3 LVORX

Quantitative rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 16.00  /  1.05 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.400%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.39%
  • Turnover 40%

Morningstar’s Analysis LVORX

Will LVORX outperform in future?

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

Summary

|

Weakness in Lord Abbett Value Opportunities R3's People and Process 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 most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor