Morningstar

Lord Abbett Value Opportunities Fund Class R4 LVOSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 20.50  /  −0.29 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.21%
  • Turnover 36%

USD | NAV as of Aug 11, 2026 | 1-Day Return as of Aug 11, 2026, 12:27 AM GMT+0

Morningstar’s Analysis LVOSX

Will LVOSX outperform in the 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 LVOSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Lord Abbett Value Opportunities R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings LVOSX

More LVOSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silicon Motion Technology Corp ADR

3.35 39M
Technology

Littelfuse Inc

2.87 33M
Technology

TD Synnex Corp

2.47 29M
Technology

Element Solutions Inc

2.43 28M
Basic Materials

Lincoln Electric Holdings Inc

2.40 28M
Industrials

Crane Co

2.39 28M
Industrials

SEI Investments Co

2.36 27M
Financial Services

East West Bancorp Inc

2.06 24M
Financial Services

Jabil Inc

2.04 24M
Technology

Acushnet Holdings Corp

1.94 22M
Consumer Cyclical

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