Morningstar

Lord Abbett Focused Large Cap Value A LAFLX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 13.31  /  +0.91 %
  • Total Assets 31.6 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 61%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis LAFLX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Lord Abbett Focused Large Cap Value A to a Morningstar Medalist Rating of Neutral.

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
Rated on Published on

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Portfolio Holdings LAFLX

More LAFLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.84 1.4 Mil
Financial Services

KKR & Co Inc Ordinary Shares

4.21 1.2 Mil
Financial Services

Alphabet Inc Class A

3.89 1.1 Mil
Communication Services

Charles Schwab Corp

3.81 1.1 Mil
Financial Services

Fiserv Inc

3.65 1.0 Mil
Technology

Allegion PLC

3.62 1.0 Mil
Industrials

AbbVie Inc

3.61 1.0 Mil
Healthcare

CRH PLC

3.56 994,977
Basic Materials

Aon PLC Class A

3.54 988,815
Financial Services

TD Synnex Corp

3.44 961,702
Technology

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