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Lord Abbett Value Opportunities R3 LVORX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.32  /  −0.46 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 19%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis LVORX

Will LVORX outperform in future?

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

Weakness in Lord Abbett Value Opportunities R3'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 highest quintile among peers.

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Portfolio Holdings LVORX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

2.75 34.4 Mil
Industrials

Molina Healthcare Inc

2.51 31.4 Mil
Healthcare

CommVault Systems Inc

2.21 27.7 Mil
Technology

Chesapeake Energy Corp Ordinary Shares - New

2.10 26.2 Mil
Energy

Steris PLC

2.09 26.1 Mil
Healthcare

Permian Resources Corp Class A

2.07 25.9 Mil
Energy

Allegion PLC

2.05 25.6 Mil
Industrials

Eagle Materials Inc

2.02 25.2 Mil
Basic Materials

Avery Dennison Corp

1.98 24.8 Mil
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

1.98 24.7 Mil
Consumer Defensive