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Morningstar

Lord Abbett Value Opportunities R3 LVORX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis LVORX

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

People Pillar

The People Pillar is our evaluation of the LVORX 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 LVORX’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 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.

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