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Lord Abbett Value Opportunities I LVOYX

Quantitative rating as of
  • NAV / 1-Day Return 17.99  /  1.58 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.88%
  • Turnover 40%

Morningstar’s Analysis LVOYX

Will LVOYX outperform in future?

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

Summary

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Weakness in Lord Abbett Value Opportunities I's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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