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Morningstar

Lord Abbett Mid Cap Stock A LAVLX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
26.79  /  0.81 %
Total Assets
985.5 Mil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
Low
Longest Manager Tenure
14.27 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.89%
Turnover
61%

Morningstar’s Fund Analysis LAVLX

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

People Pillar

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

Turnover, performance struggles continue.

Analyst

Summary

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Lord Abbett Mid Cap Stock continues to struggle with team turnover and performance, keeping 10 of its 11 share classes at a Morningstar Analyst Rating of Neutral, while the most expensive C shares stay at Negative.

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