Morningstar

Lord Abbett Global Equity R6 LGCWX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 16.89  /  +0.72 %
  • Total Assets 55.6 Mil
  • Adj. Expense Ratio
    0.510%
  • Expense Ratio 0.510%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.92%
  • Turnover 55%

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

Morningstar’s Analysis LGCWX

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

  • People Pillar

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

Lord Abbett Global Equity R6's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LGCWX

More LGCWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.37 2.7 Mil
Technology

Alphabet Inc Class A

4.53 2.2 Mil
Communication Services

Microsoft Corp

4.27 2.1 Mil
Technology

Amazon.com Inc

3.64 1.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.10 1.5 Mil
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

2.76 1.4 Mil
Technology

Shell PLC

2.12 1.0 Mil
Energy

Samsung Electronics Co Ltd

2.11 1.0 Mil
Technology

Bawag Group AG Ordinary Shares

1.99 982,550
Financial Services

East West Bancorp Inc

1.99 981,028
Financial Services

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