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Morningstar

Lord Abbett Mid Cap Stock A LAVLX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.76  /  0.00
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.00%
  • Turnover 61%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s 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.

Still needs to prove itself.

Analyst

Summary

| by Drew Carter

Lord Abbett Mid Cap Stock’s managers have made portfolio improvements but still need to prove themselves, keeping 10 of 11 share classes at a Morningstar Analyst Rating of Neutral, while the most expensive C shares stay at Negative.

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