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Morningstar

Lord Abbett Value Opportunities R4 LVOSX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 18.65  /  +1.08 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.12%
  • Turnover 19%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LVOSX

Will LVOSX 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 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.

Weakness in Lord Abbett Value Opportunities R4'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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LVOSX

More LVOSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

2.59 33.4 Mil
Energy

EMCOR Group Inc

2.57 33.2 Mil
Industrials

Molina Healthcare Inc

2.54 32.7 Mil
Healthcare

CommVault Systems Inc

2.28 29.3 Mil
Technology

Chesapeake Energy Corp Ordinary Shares - New

2.18 28.1 Mil
Energy

Allegion PLC

2.09 27.0 Mil
Industrials

AerCap Holdings NV

2.00 25.8 Mil
Industrials

BJ's Wholesale Club Holdings Inc

1.98 25.6 Mil
Consumer Defensive

Avery Dennison Corp

1.98 25.5 Mil
Consumer Cyclical

Steris PLC

1.95 25.2 Mil
Healthcare