Morningstar

Lord Abbett Value Opportunities Fund Class R5 LVOTX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 21.72  /  −0.60 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.40%
  • Turnover 36%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:23 AM GMT+0

Morningstar’s Analysis LVOTX

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

  • People Pillar

    The People Pillar is our evaluation of the LVOTX 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 LVOTX’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 R5 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 LVOTX

More LVOTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Silicon Motion Technology Corp ADR

7.88 88M
Technology

Littelfuse Inc

3.05 34M
Technology

TD Synnex Corp

2.51 28M
Technology

SEI Investments Co

2.46 27M
Financial Services

Lincoln Electric Holdings Inc

2.43 27M
Industrials

East West Bancorp Inc

2.03 23M
Financial Services

Crane Co

2.03 23M
Industrials

United Therapeutics Corp

2.01 22M
Healthcare

Element Solutions Inc

1.98 22M
Basic Materials

White Mountains Insurance Group Ltd

1.91 21M
Financial Services

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